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Found 2 results

  1. Patricia Neal Jensen
    A Non-Electing QCCO (prospective client) needs a pre-approved 401(k) (not 403(b)) plan document. So far I have not found one. This is an existing plan using a 401(k) document and doing testing but not filing a 5500. Their vendor holding the assets wants them on a document with an IRS Letter. So 2 questions: 1. Anyone know of a Non-ERISA (Non-Electing) Church or QCCO document for 401(k) with an IRS Letter? 2. Suggestions on what to do instead? Have thought of freezing the 401(k) and starting a Non-Electing 403(b) for which I have a pre-approved document. Cannot merge the 2 documents but the 401(k) does not file 5500's so might be the best we can do? Thanks!
  2. EBECDC
    The MEWA definition in ERISA 3(40) (29 USC 1002(40)) provides that a MEWA is an employee welfare benefit plan established/maintained for the purpose of offering/providing any welfare plan benefit to the employees of two or more employers (including one or more self-employed individuals)... My question is how to define "self-employed individuals" for MEWA purposes. 401© defines the term, but I'm unsure whether that can properly be incorporated into the MEWA definition. Thank you in advance for your assistance.
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