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701 - 710 of 717 resultsAdvisory 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 1985-16A
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 1985-15A
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 1985-13A
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)
Advisory Opinion 1985-12A
Whether the financial statements of the Plan as a whole remain subject to the audit requirements prescribed in section 103(a)(3)(A) of ERISA and regulation §2520.103-1.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 103(a)(3)(A)
Advisory Opinion 1985-11A
Whether the First Maryland Bancorp Health Benefit Plan (the Plan) is an employee welfare benefit plan covered by title I of the Employee Retirement Income Security Act of 1974 (ERISA).
- Employee Retirement Income Security Act (ERISA)
- Health
- ERISA Sec. 3(1)
- ERISA Sec. 3(5)
- ERISA Sec. 3(6)
- ERISA Sec. 3(7)
- ERISA Sec. 3(8)
Advisory Opinion 1985-08A
Whether the Meridian Inc. Employee Benefit Plan (the Plan) which provides provides group medical, dental, and life insurance benefits is an employee welfare benefit plan covered by title I of the Employee Retirement Income Security Act of 1974 (ERISA).
- Employee Retirement Income Security Act (ERISA)
- Health
- ERISA Sec. 3(1)
- ERISA Sec. 3(5)
- ERISA Sec. 3(6)
- ERISA Sec. 3(7)
- ERISA Sec. 3(8)
Advisory Opinion 1985-09A
Whether the Landmark Financial Services Inc. Group Life, Disability, and Health Plan (the Plan) is an employee welfare benefit plan covered by title I of the Employee Retirement Income Security Act of 1974 (ERISA).
- Employee Retirement Income Security Act (ERISA)
- Health
- ERISA Sec. 3(1)
- ERISA Sec. 3(5)
- ERISA Sec. 3(6)
- ERISA Sec. 3(7)
- ERISA Sec. 3(8)
Advisory Opinion 1985-10A
Whether the Transit Employees of Tidewater Disability and Retirement Allowance Plan (the Tidewater Plan) is a governmental plan as defined in section 3(32) of ERISA and is thereby excluded by section 4(b)(1) of ERISA from coverage by title I.
- Employee Retirement Income Security Act (ERISA)
- Retirement
- ERISA Sec. 3(32)
- ERISA Sec. 4(b)(1)