Real Estate assets in DB: Prohibited Transaction

By Guest RW
March 23, 2000 in Defined Benefit Plans, Including Cash Balance

https://benefitslink.com/boards/topic/5512-real-estate-assets-in-db-prohibited-transaction/

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Guest RW

Posted March 23, 2000

DB Plan of Co. A wants to invest in unrelated real estate partnership (Co. b). Investment rules presumably subject to ERISA 407 and 408 rules? Instead of cash in return, Co. B some real estate of Co. A's subsidiary. Any issues here?

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https://benefitslink.com/boards/topic/5512-real-estate-assets-in-db-prohibited-transaction/

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