Guest gaham Posted May 23, 2003 Posted May 23, 2003 Does anyone have any thoughts on whether a plan document can exclude employees simply by reference to their name. I represent a doctor's group who wants to exclude two incoming doctors from all of their benefit plans. We don't want to attempt to exclude on an hours of service basis and we cannot easily exclude on the basis of one or more job classes. Some years ago, I seem to recall that the IRS did not look favorably on this but I can't seem to find anything now that would prevent us from doing this. Any help is greatly appreciated.
david rigby Posted May 23, 2003 Posted May 23, 2003 It is possible that earlier discussion threads will help: http://www.benefitslink.com/boards/index.p...=ST&f=22&t=8025 http://www.benefitslink.com/boards/index.p...=ST&f=20&t=4690 http://www.benefitslink.com/boards/index.p...=ST&f=20&t=4522 I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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