A client called me to see if we could provide them any information in regards to how we handle employees with some of our plans, that reside in Puerto Rico. Unfortunately, I have not had any experience dealing with Puerto Rican employees in regards to an U.S. Qualified Plan. I have no idea what type of tax laws we could be dealing with.

Therefore, if you have any information you could share with me to pass along to my client, I would appreciate it.

Tim:

There have been a number of earlier threads on this subject. Do a search for "Puerto Rico" and "Puerto Rican" (I would recommend doing it across all message boards). It should be worth your while.