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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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DOL Advisory Opinion 2004-06A: Whether Small Death Benefits Consitute a 'Remembrance Fund'
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] July 12, 2004 June 21, 2004. Excerpt: [Y]ou ask whether a program established by SEIU Local 616 to provide a small monetary payment to beneficiaries of deceased members is a 'remembrance fund' within the meaning of 29 C.F.R. § 2510.3-1(g), and, therefore, exempt from coverage under Title I of ERISA. |
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