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Eligible Covered Employees

What employees must be covered?

As a general rule all non-union employees who have reached age 21 and completed a Year of Service must be included in the plan. You may choose less restrictive eligibility requirements when you adopt your plan.

There are many other considers prior to establishing a retirement plan. For instance: Do you want to include employees who have attained age 18, 19, or 20?  How soon should employees vest in the employer contributions?  Do you want to provide prior service credit toward vesting?

An experienced pension plan specialist will guide you through these and many other considerations to ensure the proper design that, in the end, meet your goals and objectives.  After careful thought and consideration your retirement plan will be developed to meet IRS and DoL requirements. A proper plan design will help assure successful implementation of a plan, in which most employees will participate and, in most cases, serve you and your employees for many years.

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Information is provided for review and consideration only. Please consult legal and tax advisors for practical advice pertaining to your business and personal situations.

This page was last reviewed and/or updated on Friday, July 03, 2015 05:22 PM

 

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