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Posted

ERISA rules re: diversification of qualified employer real property held by a plan. 407(d)(4)(A) says a "substantial" number of the parcels which are geographically diverse. I thought the rule was three (3) or more parcels that were geographically diverse? Am i right? Was this contained in a DOL guidance letter or the like?

where can i get a copy of dol advisory 77-1 online?

thanks.

(and of course . . . time is of the essence!)

Posted

The PWBA has online advisory opinions back to 1992: http://www.dol.gov/dol/pwba/public/program...ams/ori/ori.htm

If you go here, you can request other info from the PWBA: http://www.dol.gov/dol/pwba/public/pubs/ho...tob/howtobt.htm

I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.

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