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[Official Guidance]

12/4/2006: Text of DOL Request for Info on Computer Model for Use in Advising Owners of IRAs, HSAs (Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL])
Excerpt: [The PPA amended ERISA and the Code] to add an exemption from certain prohibited transactions restrictions [and excise taxes] for the provision of 'investment advice' to participants and beneficiaries ... if the investment advice is provided under an 'eligible investment advice arrangement'.... that uses a computer model, which meets the requirements of the exemption.
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