BenefitsLink logo
EmployeeBenefitsJobs logo

Subscribe to Newsletters



Search the News


Featured Jobs
401k Investment Analyst/Consultant
Retirement Plan Administrator with QKA, QPA, CPC
Technology Professional
Sr. Client Services Manager
ESOP / Employee Benefits Leader
Retirement Account Administrator
External Client Manager for Pension Plan Clients
Employee Benefits Pension Consultant (Law Firm)
Human Resources Analyst, Employee Benefits Department
Search all jobs
 
Get the BenefitsLink app for iPhone and iPad LinkedIn
Twitter
Facebook

Jump to content


Photo

Investment entities


  • Please log in to reply
No replies to this topic

#1 meggie

meggie

    Registered User

  • Registered
  • 87 posts

Posted 10 August 2000 - 08:04 AM

I need an example of a 103-12 investment entity. I know it is not a pooled SA, nor is it a common collective trust maintained by a bank, trust company, or similar institution. I have a copy of DOL reg 2520.103-12 and from that I understand that the 103-12 entity holds the assets of two or more plans which are not members of a related group.

Thanks