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Text of DOL Advisory Opinion 2000-12A to Aetna
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Link to more items from this source
[Official Guidance]
Oct. 12, 2000

"You request an opinion that ... the amended Group Annuity Contract will qualify as Transition Policies within the meaning of the Department's regulation at 29 C.F.R. 2550.401c-1(h)(6). Section 401(c)(1)(A) of ERISA ... provides that the Secretary of Labor must issue regulations to provide guidance for the purpose of determining ... which assets held by the insurer (other than plan assets held in its separate accounts) constitute assets of the plan[.]"

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