,i  #aai? ,,congress  #a/ ,session  ,h4 
,r4 #bhfi  ,,9 ,,! ,,h\se ,,(           
,,repres5tatives  ,april #aj1 #bjbe,mrs4
 ,mc,clain 7= h]self1 ,mr4 ,walb]g1 &   
,mr4 ,ow5s7 introduc$ ! foll[+ bill2 :i*
 0 ref]r$ to ! ,committee on ,education 
& ,work=ce  ,a ,,bill  ,to am5d !       
,employee ,retirem5t ,income ,security  
,act ( #aigd to require t ! ,employee   
,b5efit ,security ,adm9i/ration make an 
annual report to ,congress on           
inve/igations4  #a4 ,%ort title ,?is    
,act may be cit$ z ! ,employee ,b5efit  
,security ,adm9i/ration ,inve/igations  
,transp>5cy ,act or ! ,,ebsa            
,inve/igations ,transp>5cy ,act4  #b4   
,annual report on inve/igations ,section
 #ejd ( ! ,employee ,retirem5t ,income  
,security ,act ( #aigd 7#bi ,u4,s4,c4   
#aacd7 is am5d$ by add+ at ! end !      
foll[+3  7f7 ,report on inve/igations   
7#a7 ,9 g5]al ,n lat] ?an ,decemb] #ca (
 ea* ye> foll[+ ! date ( enactm5t ( ?is 
,act1 ! ,secret>y %all submit to        
,congress a report on ! /atus ( cases 9 

en=cem5t /atus1 includ+ inve/igations t 
are active1 or 9 relation to :i* !      
,secret>y ass]t$ inve/igative au?ority  
or engag$ 9 t>get$ compliance monitor+1 
"u section #ejd7;a71 dur+ ! prec$+      
fiscal ye>4  7#b7 ,cont5ts  7,a7 ,9     
g5]al ,! report requir$ "u subsection   
7a7 %all include ! foll[+ in=mation 9   
relation to ea* inve/igation conduct$ "u
 section #ejd7;a73 7i7 ,! regional or   
di/rict (fice1 or any o!r (fice1 ( !    
,employee ,b5efit ,security             
,adm9i/ration t op5$ ! inve/igation4    
7ii7 ,! date ! inve/igation 0 op5$4     
7iii7 ,! date on :i* ! ,secret>y fir/   
reque/$ docum5ts f ! t>get ( !          
inve/igation4  7iv7 ,9 relation to !    
date on :i* ! ,secret>y fir/ reque/$    
docum5ts f ! t>get ( ! inve/igation 9   
relation to su* inve/igation-- 7,i7 :e!r
 ! inve/igation 0 conclud$ )9 ! #cf-mon?
 p]iod beg9n+ on ! date ( su* reque/2 & 
7,,ii7 if su* inve/igation has n be5    
conclud$ by ! end ( su* #cf-mon? p]iod--
 7aa7 in=mation on :y su* inve/igation  

has n be5 conclud$2 &  7bb7 ! e/imat$   
date ( conclusion4  7,b7 ,exclud$       
in=mation ,! report %all n include      
in=mation id5tify+ any private p>ty to !
 inve/igation1 includ+ any plan sponsor1
 fiduci>y1 s]vice provid]1 employee1 or 
p>ticipant4  7,c7 ,conclusion (         
inve/igations ,= ! purposes ( p>agraph  
7,a77iv71 an inve/igation %all n be     
consid]$ conclud$ until ! lat] (-- 7i7 !
 date on :i* ! ,secret>y ceases to ass]t
 inve/igative au?ority 9 relation to su*
 inve/igation2 or  7ii7 if applicable1  
t]m9ates any t>get$ compliance monitor+1
  9 ea* case z memorializ$ 9 a clos+    
lett] deliv]$ to ! t>get ( !            
inve/igation or ! p>ty subject to       
compliance monitor+4 ,9 ! ev5t t !      
issues or topics "u inve/igation *ange  
dur+ ! c\rse ( an inve/igation1 !       
,secret>y's cont9u+ ass]tion ( au?ority 
"u section #ejd %all be treat$ z a      
cont9u+ inve/igation & n z a sep>ate    
inve/igation4  4