Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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DOL Information Letter on Plan Assets Regulation as Applied to Venture Capital Investments
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Dec. 16, 1998 The issue presented is whether initial capital contributions from employee benefit plan investors transferred for the purpose of venture capital investments will be treated as "plan assets" at any time after transfer on the "initial valuation date," within the meaning of DOL Reg. 2510.3-101 (the "plan assets" regulation). [Sept. 23, 1998 letter to Carol I. Buckmann] |
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