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[DOC File]Distributions from Qualified Plans
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For plan years beginning after December 31, 2007, pension plans (DB plan, money purchase plan or target benefit plan) may provide for in-service distributions to a participant who has reached age 62, even if the normal retirement age is later than age 62. See IRC §401(a)(36), as amended by the PPA of 2006 and Treas. Reg. §1.401(a)-1(b)(1)(i).
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[DOCX File]Firm Preparedness Checklist - AICPA
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Scope of the inspections be representative of the firm’s ERISA employee benefit plan practice [i.e.- considering the number and different types of plan audits (e.g.- defined benefit, defined contribution, health and welfare, multiemployer, ESOPs, type of audit) and …
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RETIREMENT & INSURANCE
Current Law. Single employer defined benefit plans with a certain level of unfunded current liability are required to be funded more rapidly than other single employer plans. If the funding level of a defined benefit plan is less than 80%, an employer is required to make additional pension contributions called "deficit reduction contributions".
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[DOC File]June 9, 2003 DOL > EBSA > Frequently Asked Questions
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Generally speaking, there are two types of pension plans: defined benefit plans and defined contribution plans. A defined benefit plan promises you a specified monthly benefit at retirement. The plan may state this promised benefit as an exact dollar amount, such as $100 per month at retirement.
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[DOCX File]Sample Wrap Document (Editable)
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EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) As a participant in the Plan (which is a type of employee welfare plan called a “group health plan”) you are entitled to certain rights and protections under the Employee Retirement Income Security Act of 1974 (ERISA). ERISA provides that all group health plan participants shall be entitled to:
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[DOCX File]Form for Summary Annual Report Relating to Pension Plans
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[If the plan is a defined benefit plan:] An actuary's statement shows that (enough money was contributed to the plan to keep it funded in accordance with the minimum funding standards of ERISA) (not enough money was contributed to the plan to keep it funded in accordance with the minimum funding standards of ERISA. The amount of the deficit was
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[DOC File]ERISA Benefits Claims Procedure Compliance Checker
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Full disclosure of plan provisions to an assignee allows the assignee to perfect claims for benefits in compliance with the specific requirements of the employee benefit plan. Please accept this request for the following information which will assist our office in obtaining full benefits under the ERISA plan:
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[DOC File]Summary of Pension Protection Act of 2006
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For multiemployer defined benefit plans, requires actuarial certification as to whether plan is in endangered or critical status Directs the Secretary of the Treasury and the Secretary of Labor to simplify Form 5500 annual return reporting requirements for certain plans with fewer than 25 participants and the filing requirements for one ...
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[DOC File]Interfacing ERISA Matters With Workers’ Compensation ...
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An "employee welfare benefit plan" is any "plan, fund or program" which is "established or maintained" by an "employer" or an "employee organization" (union, etc.) or both for the purpose of providing, either directly or through the purchase of insurance, benefits such as medical, dental, disability, vacation, apprenticeship, etc. ERISA § 3(1 ...
erisa requirements for employer contributions

[DOC File]Chapter 18
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ERISA pension plans are defined along with a section on regulatory exemptions. The chapter next covers pension plans and Title IV reporting and disclosure requirements. Welfare benefit plans are covered next, including regulatory exemptions and reporting and disclosure requirements.
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Erisa defined benefit plan requirements