Guest JMN Posted May 26, 2010 Posted May 26, 2010 Assuming we can satisfy coverage and nondiscrimination tests, is it possible to exclude union employees from participating in a DC plan, regardless of whether they are covered under a CBA? For example, if union is certified during the third month of the plan year, can they be excluded even if there is not yet a CBA? They would not meet the definintion of "collectively bargained employees" and consequently could not be disregarded for purposes of testing, but is it otherwise permissible to exclude union members as a class of employees?
Guest Sieve Posted May 26, 2010 Posted May 26, 2010 From ERISA perspective, Yes. But can you do that from a labor perspective (i.e., is it an unfair labor practice)?
Guest JMN Posted May 26, 2010 Posted May 26, 2010 From ERISA perspective, Yes. But can you do that from a labor perspective (i.e., is it an unfair labor practice)? That's exactly what I thought. Thanks.
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