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701 - 710 of 722 resultsAdvisory Opinion 1985-22A
Whether the Express-News Federal Credit Union (the Credit Union) Group Legal Services Plan, which provides prepaid legal services to member of the Credit Union, is an employee welfare benefit plan within the meaning of section 3(1) of title I of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- Health
- ERISA Sec. 3(1)
- ERISA Sec. 3(5)
- ERISA Sec. 3(4)
Advisory Opinion 1985-21A
Whether the UFT Welfare Fund Prescription Drug Plan (the Drug Plan) is an employee welfare benefit plan within the meaning of section 3(1) of ERISA, and covered by title I of ERISA and the effect of certain provisions of ERISA, or is a governmental plan within the meaning of section 3(32) of ERISA and therefore exempt from coverage under title I?
- Employee Retirement Income Security Act (ERISA)
- Health
- ERISA Sec. 3(32)
- ERISA Sec. 4(b)(1)
Advisory Opinion 1985-20A
Whether the proposed merger of the Retirement Plan and the Hourly Plan would permit these plans to be treated as a single continuing plan for the purpose of applying ERISA sections 407(a)(2) and 407(a)(3) so that the Merged Plan will be deemed to satisfy the holding and acquisition rules of those provisions if the fair market value of the aggregate shares of qualifying employer securities in the Retirement Plan and the Hourly Plan respectively as of any date after 1974 was 10 percent or less of the fair market value of the aggregate assets of each plan.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 407(a)(2)
- ERISA Sec. 407(a)(3)
Advisory Opinion 1985-19A
Whether a fiduciary who receives full-time pay from an employer association acting on behalf of a group of employers as a sponsor of an employee benefit plan, where employees of the contributing employers are participants in the plan, would be precluded under section 408(c)(2) from receiving compensation from a plan for his services as trustee.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- Health
- ERISA Sec. 408(c)(2)
Advisory Opinion 1985-18A
Whether the purchases and sales of stock of the Philadelphia Saving Fund Society (PSFS) by self-directed individual retirement accounts (IRAs) and self-directed Keogh plans for which PSFS acts as custodian or trustee violate the prohibited transaction provisions of section 406 of the Employee Retirement Income Security Act of 1974 (ERISA) and section 4975 of the Internal Revenue Code (the Code).
- Employee Retirement Income Security Act (ERISA)
- Retirement
- IRC 4975(c)(1)(A)
- IRC 4975(c)(1)(D)
- IRC 4975(c)(1)(E)
Advisory Opinion 1985-17A
Whether Associated Advertising Agency, Inc. is a party in interest under section 3(14) of ERISA or a disqualified person under section 4975(e)(2) of the Code with respect to the IRA established on behalf of Mr. Preston D. Huston, an officer, director of Associated, and, as a result, whether the lease between the IRA and Associated constitutes a prohibited transaction under section 406 of ERISA or 4975 of the Code.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- IRC 4975(e)(2)(C)
Advisory Opinion 1985-15A
Whether the use by the Bank of its in-house discount brokerage for plans it serves as trustee would not constitute a violation of section 406(b)(1) of ERISA if the authorization to use such services was made in advance by an account manager or based on a standing instruction.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 408(b)(2)
- ERISA Sec. 406(b)(1)
Advisory Opinion 1985-16A
Whether the use by the Bank of its in-house discount brokerage for plans it serves as trustee would not constitute a violation of section 406(b)(1) of ERISA if the authorization to use such services was made in advance by an account manager or based on a standing instruction.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 408(b)(2)
- ERISA Sec. 406(b)(1)
Advisory Opinion 1985-13A
Whether the Medical Benefit Trust (the Trust) established by the City of Raleigh, North Carolina, to implement its Medical Benefits Plan (the Plan) for its employees would be considered a governmental plan described in section 4(b)(1) of title I of ERISA and not subject to the reporting and disclosure requirements and other requirements of title I of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Health
- ERISA Sec. 3(32)
- ERISA Sec. 4(b)(1)
Advisory Opinion 1985-14A
Whether the Retirement Plan for Employees of Holy Cross Hospital (the Retirement Plan) would be a church plan within the meaning of section 3(33) of title I of ERISA and therefore exempt from coverage under that title pursuant to section 4(b)(2) of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 3(33)
- ERISA Sec. 4(b)(2)