When Is A Retirement Plan Subject To Erisa?

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   David RacichPRO

   Fountain Hills, Arizona

   The Employee Retirement Income Security Act of 1974 (ERISA) qualifies a plan for tax favored treatment and regulatory requirements and rules of engagement. A qualified defined benefit or contribution plan under ERISA will have compliance items that administrators must adhere to. 401(k), 403(b), IRA, SEP IRA are some examples.
    

   Answered on July 25, 2013

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