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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] Link to more items from this source
[Official Guidance]
Dec. 4, 2006
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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