Advisory Opinions
Requests for interpretations and other rulings under Title 1 of ERISA are handled by the Office of Regulations and Interpretations under the provisions established by ERISA Procedure 76-1. The office answers inquiries from individuals and organizations in the form of advisory opinions, which apply the law to a specific set of facts, or information letters, which merely call attention to well established principles or interpretations.
| AO/ Date/ Reference | Recipient | Description of Request |
|---|---|---|
|
01/22/1975
3(1) |
Anonymous |
Whether a collectively bargained vacation fund is an employee welfare benefit plan, as defined in section 3(1) of ERISA. |
| AO/ Date/ Reference | Recipient | Description of Request |
|---|---|---|
|
10/21/1974
|
Anonymous |
Whether ERISA will in any way discriminate women as a class. |
|
11/05/1974
401 3(2) |
Anonymous |
Whether a severance pay plan that pays benefits full-time, salaried officers, agents, and dispatchers of a council and participating locals upon termination of employment is covered under ERISA. |
| AO/ Date/ Reference | Recipient | Description of Request |
|---|---|---|
Mr. Gil McCarty |
Whether the Department of Insurance of the Commonwealth of Kentucky may require group health insurance contracts issued in the State to include a guaranteed conversion privilege. |
| AO/ Date/ Reference | Recipient | Description of Request |
|---|---|---|
Mr. Michael B. Himmel |
Whether Teamsters Local 945 is an "employee organization" in terms of coverage of its severance and welfare funds under ERISA and its predecessor, the Welfare and Pension Plans Disclosure Act. |