Guest Twinky Posted November 6, 2007 Posted November 6, 2007 I have a new client whose plan excludes collective bargained employees. One employee works for a union (collective bargained), but is laid off from that employer. He is working for my new client, but not as a unioned (collective bargained) employee. Is he eligible for this plan? Thank you so much!
david rigby Posted November 6, 2007 Posted November 6, 2007 Likely the plan excludes collectively bargained employees of the employer. If this person is a CB EE of a different employer, then the exclusion would not apply. But make sure that the other employer is not part of the same controlled group as the current employer. 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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