richard Posted November 26, 1998 Share Posted November 26, 1998 Which of the following types of investments are not permitted under ERISA? (Let us assume that the plan sponsor is sophisticated, has proper advice, the overall assets are properly diversified, and these "exotic investments" are used either to hedge DB plan liabilities or the other DB plan assets.) Buying stock (or index) options Selling covered stock options Buying (or selling) interest rate options Buying (or selling) interest rate futures Buying (or selling) commodity options Buying (or selling) commodity futures Buying (or selling) foreign exchange options Buying (or selling) foreign exchange futures Link to comment Share on other sites More sharing options...
Guest ESOPwizard Posted December 5, 1998 Share Posted December 5, 1998 If the pension plan can't afford to pay $300+ per hour for some expert advice, it can't afford to make those investments. Link to comment Share on other sites More sharing options...
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