MWeddell Posted September 11, 2020 Share Posted September 11, 2020 Like most of you, I'm in the mainland U.S. and seldom work on plans (either dual-qualified or stand-alone) that cover employees from Puerto Rico. However, I occasionally need to answer questions about those plans, especially regarding coverage and non-discrimination testing. Are there any good resources available? From 2018, I'm aware of this document: https://documents.popular.com/pdfs/PFS/02_Puerto_Rico_Qualified_Plan_Discrimination_Testing_and_Reporting.pdf Link to comment Share on other sites More sharing options...
Dave Baker Posted September 14, 2020 Share Posted September 14, 2020 We're proud of our search engine -- something to try is "Puerto Rico" as a search term --https://benefitslink.com/search/index.cgi?textQuery=Puerto+Rico&sort=2&level=all_words&datasource=MYDB Luke Bailey 1 Link to comment Share on other sites More sharing options...
MWeddell Posted September 15, 2020 Author Share Posted September 15, 2020 Thanks, Dave. Looking through the 2020 results, I didn't see anything regarding the coverage and non-discrimination testing rules for Puerto Rico plans. Link to comment Share on other sites More sharing options...
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