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DOL Proposed Amendment to PTE 92-6 Expanding Relief for Sales of Insurance or Annuity Contracts
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] 
[Official Guidance] May 10, 2002
Excerpt: The Department ... proposes to amend PTE 92-6 ... to include the sale by an employee benefit plan ... of an individual life insurance or annuity contract to a personal or private trust ... established by or for the benefit of an individual who is a participant in the Plan and the insured under the policy, or by or for the benefit of one or more relatives ... of the participant.
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