Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Text of Final REIT Prohibited Transaction Class Exemption (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] [Official Guidance] Apr. 28, 2004
7 pages. Excerpt: Section I provides conditional exemptive relief for the acquisition, holding, and sale of Qualifying Trust REIT Shares by individual account plans sponsored by the Trust REITs. Section II(a) describes the conditions for retroactive relief for transactions occurring up to six years prior to the date that the notice granting the final exemption is published in the Federal Register and for 60 days thereafter.
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