JKY Posted January 30, 2015 Share Posted January 30, 2015 Physician client has investments in a surgery center, C-Class Shares. Client does use the surgery center to conduct surgery for his patients, as do other physicians. Is this a prohibited transaction issue? Does it matter that the retirement plan owns non-voting C-Class Shares? Link to comment Share on other sites More sharing options...
Flyboyjohn Posted January 31, 2015 Share Posted January 31, 2015 Yes, there's enough smoke here to merit a call to the fire department Link to comment Share on other sites More sharing options...
JKY Posted February 2, 2015 Author Share Posted February 2, 2015 Thanks. I appreciate the reply and have asked the client to contact an ERISA attorney to review and take the next step. Link to comment Share on other sites More sharing options...
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