Sign in to follow this  
Followers 0
meggie

Investment entities

1 post in this topic

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

Share this post


Link to post
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!


Register a new account

Sign in

Already have an account? Sign in here.


Sign In Now
Sign in to follow this  
Followers 0