Search below for opinion letters on topics like wage and hour issues or health and retirement benefits. Access separate tools for issues related to Workplace Safety and Health, Veteran and Service Member Employment, and Mine Safety and Health.
If you don’t find what you’re looking for, you can request an opinion letter about your specific situation.
Search
Results
621 - 630 of 722 resultsAdvisory Opinion 1989-02A
Whether the denial of a claim for an in-service hardship distribution under the terms of the First Citizens Bank & Trust Company Accumulation Plan be subject to the claims procedures requirements of section 503 of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 514
Advisory Opinion 1989-01A
Whether the proposed provisions of Utah Code Ann. §58-17-26 (the proposed Utah Act) are preempted under the general preemption provision of section 514(a) of title I of ERISA if it is applies, directly or indirectly, to employee benefit plans covered by title I of ERISA, and does not qualify for the exception established in section 514(b)(8) of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Health
- ERISA Sec. 514
Advisory Opinion 1988-18A
Whether a $500,000 loan from an Individual Retirement Account (IRA) established by Thomas E. Darragh, a current employee, shareholder, and member of the Board of Directors, to Darragh Company would violate section 4975(c)(1)(B) of the Internal Revenue Code of 1986.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- IRC 4975(c)(1)(B)
- IRC 4975(e)
Advisory Opinion 1988-16A
Whether a certain understanding contained in a Letter Agreement between the Chrysler Corporation and the International Union, United Automobile, Aerospace and Agricultural Implement Workers of America, with respect to Chrysler's Pension Fund does not violate the fiduciary responsibility provisions of ERISA. The Letter Agreement is substantially similar to one entered into in 1979 by Chrysler and the UAW.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 403(c)
- ERISA Sec. 404(a)(1)
Advisory Opinion 1988-17A
Whether Section 5 of Puerto Rico Act No. 17 of April 17, 1931 is preempted under the preemption provisions of section 514 of title I of ERISA insofar as Section 5 limits or prohibits payroll deductions for the purpose of funding the Employees’ Profit Sharing Plan of The First Boston Corporation, for the benefit of their employees performing services in the Commonwealth of Puerto Rico.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 514
Advisory Opinion 1988-15A
Whether the Shelby County Hospital Board Defined Benefit Pension Plan of the Shelby Medical Center is a governmental plan within the meaning of section 3(32) of title I of ERISA and thus excepted from ERISA title I requirements pursuant to section 4(b)(1) of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 3(32)
- ERISA Sec. 4(b)(1)
Advisory Opinion 1988-14A
Whether a proposed merger of the Xerox Corporation’s Long-Term Disability Income Plan and Medical Care Plan would violate sections 403(c)(1), 404(a), 406(a)(1)(D), and 406(b)(2) of the Employee Retirement Income Security Act of 1974 ("ERISA").
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 403(c)(1)
- ERISA Sec. 404(a)
Advisory Opinion 1988-13A
Whether a plan trustee of the A.F. of L. - A.G.C. Building Trades Pension and Welfare Plans, who is a full-time employee of an employer that no longer makes contributions to the Plans on behalf of its employees, may receive compensation from the Plans for services performed as trustee.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 408(c)(2)
Advisory Opinion 1988-12A
Whether the money purchase plan of the Lee County Public Schools is a governmental plan within the meaning of section 3(32) of title I of ERISA and is therefore excluded from coverage under that title by section 4(b)(1) of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 3(32)
- ERISA Sec. 4(b)(1)
Advisory Opinion 1988-11A
Whether a bank in the SunTrust system would not violate section 406(b) of ERISA by investing the assets of employee benefit plans for which SunTrust Banks, Inc. is a fiduciary in a common trust fund maintained by such bank or any other bank in the SunTrust system.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 408(b)(8)
- ERISA Sec. 406(b)