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Text of DOL Advisory Opinion on Terms of QPAM Prohibited Transaction Exemption
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] 
July 2, 2003 AO 2003-07A (June 19, 2003). Excerpt: Request for guidance concerning section V(h) of PTE 84-14 which permits certain transactions between a party in interest with respect to an employee benefit plan and an investment fund in which the plan has an interest and which is managed by a [Qualified Professional Asset Manager], provided that the other conditions of the exemption are satisfied. MORE >> |
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