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671 - 680 of 717 resultsAdvisory Opinion 1986-04A
Whether the Retirement Income Plan for the employees of the Sisters of Mt. St. Joseph Convent, Chestnut Hill, is a church plan within the meaning of section 3(33) of title I of ERISA and, accordingly, whether it is excluded from coverage under title I of ERISA by section 4(b)(2) of title I of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
Advisory Opinion 1986-03A
Whether the Merion Mercy Academy Defined Benefit Plan, which is established for for the benefit of lay employees of Merion Mercy Academy; the Convent of the Sisters of Mercy at Merion, Pennsylvania; McAuley Convent; and Waldron Academy, is a church plan within the meaning of section 3(33) of title I of ERISA and, accordingly, whether it is excluded from coverage under title I of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
Advisory Opinion 1986-02A
Whether Shearson/American Express Inc. Retirement Plan’s five individual trustees may retain American Express Asset Management to manage assets held in trust with respect to Shearson/American Express Inc. Retirement Plan and any plans that Shearson may maintain in the future, and that Asset Management may be paid reasonable compensation by Shearson and its participating subsidiaries for performing such services, without engaging in a prohibited transaction under section 406 of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 406(b)(1)
- ERISA Sec. 406(b)(2)
- ERISA Sec. 406(b)(3)
- ERISA Sec. 408(b)(2)
Advisory Opinion 1986-01A
Whether the retention by the Plan of an undisclosed company to provide services to the Plan as plan administrator and the payment by the Plan of the direct expenses of the undisclosed company allocable to performing such services (which expenses include the reasonable compensation of employees of the undisclosed company) do not constitute prohibited transactions under section 406 of the Employee Retirement Income Security Act of 1974 (ERISA) and section 4975 of the Internal Revenue Code of 1954.
- Employee Retirement Income Security Act (ERISA)
- Retirement
Advisory Opinion 1985-43A
Whether the investment of plans assets in the MAS Trust and the provision of services under that collective investment arrangement by MAS would be prohibited under section 406 of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- Health
Advisory Opinion 1985-42A
Whether the Insurance Plan and Trust of the North Dakota Auto and Implement Dealers (Intrust) constitutes a single "employee welfare benefit plan" within the meaning of section 3(1) of title I of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Health
Advisory Opinion 1985-41A
Whether fiduciaries of a plan can lawfully rely upon a plan provision to the extent it would purport to establish a trustee's term of appointment as lifetime under section 404(a)(1)(D) of ERISA which requires fiduciaries to act in accordance with the plan documents and instruments, insofar as they are consistent with titles I and IV of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Retirement
Advisory Opinion 1985-40A
Whether certain arrangements involving the transfer of funds by the Pension Plan to the Welfare Plan would be prohibited under section 406 of ERISA, and whether the provision of services by the Pension Plan to the Welfare Plan under the arrangement described would be exempt from the prohibitions of ERISA section 406(a) and 406(b)(2) if the conditions of PTE 76-1 and PTE 77-10 are met.
- Employee Retirement Income Security Act (ERISA)
- Health
- Retirement
Advisory Opinion 1985-39A
Whether the Rochester Button Pension Plan for Salaried Employees (the Plan) is required to engage an independent qualified public accountant for purposes of conducting an examination of the financial statements of the Plan for the plan year ending September 30, 1985, pursuant to section 103(a)(3)(A) of ERISA, 29 C.F.R. §2520.103-1 and §2520.104-50.
- Employee Retirement Income Security Act (ERISA)
- Retirement
Advisory Opinion 1985-38A
Whether, and to what extent, the Trust constituted an "employee welfare benefit plan" within the meaning of ERISA section 3(1) subject to the fiduciary and other provisions of title I of ERISA.
- Employee Retirement Income Security Act (ERISA)
- Health