Felicia Posted June 12, 2014 Report Share Posted June 12, 2014 Technically these types of IRAs are ERISA plans. But, what provisions of ERISA are they subject to? They are not subject to most of the reporting and disclosure requirements (summary plan descriptions are required but no annual reports such as 5500s); they are not subject to the funding provisions; and they are not subject to the participation and vesting provisions. Link to comment Share on other sites More sharing options...
masteff Posted June 13, 2014 Report Share Posted June 13, 2014 You might start with the DOL website: http://www.dol.gov/ebsa/publications/SEPPlans.html http://www.dol.gov/ebsa/publications/simple.html Kurt Vonnegut: 'To be is to do'-Socrates 'To do is to be'-Jean-Paul Sartre 'Do be do be do'-Frank Sinatra Link to comment Share on other sites More sharing options...
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