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  1. Guest
    Good morning, everyone - I am new to this group. I am the trustee of a small defined benefit plan and am seeking guidance on off-shoring parts of the plan's investments. I have looked into the issue and reviewed ERISA section 404(b). As the plan itself, "indicia of ownership" are based in the U.S., and the plan is written to allow investments "anywhere", I believe the plan can directly invest in a plan owned foreign based LLC. I know that some self-directed IRAs use local LLC + foreign LLC vs. only foreign LLC vs. only local LLC structures, but I'd need some clarification on this point. Any guidance would be much appreciated.
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