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Plan Asset Rule Changes: Their Relevance for Private Investment Funds (PDF)
American Academy of Actuaries 
Sept. 7, 2007
4 pages. Excerpt: A little-noticed section of the Pension Protection Act of 2006 affects investments by employee benefit plans into private-equity funds and other investment vehicles. Funds that have benefit plans as investors no longer must aggregate government pension funds and foreign funds with the Employment Retirement Income Security Act of 1974 (ERISA) plan funds when applying the 25 percent 'significant participation' limit.
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