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Background about Puerto Rico plans


MWeddell

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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

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