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Text of DOL Form PR and Instructions: Registration for Pooled Plan Provider (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
[Official Guidance] Nov. 19, 2020 14 pages. "The Form PR is used to report information for a person or entity that intends to serve as a pooled plan provider to pooled employer plans within the meaning of sections 3(43) and 3(44) of [ERISA] and section 413(e) of the Internal Revenue Code ... You must file the Form PR electronically through the all-electronic ERISA Filing Acceptance System (EFAST2). You cannot file a paper Form PR by mail or other delivery service. Your Form PR will be initially screened electronically." [Undated; published by EBSA on Nov. 19, 2020.] |
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