Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Pension Reform Act Expands Ability of Investment Funds to Accept Benefit Plan Investments (PDF)
Alston & Bird LLP Aug. 10, 2006
3 pages. Excerpt: In particular, PPA 2006 changes the method of counting benefit plan investors in determining whether a fund satisfies the 25% 'significant equity participation' test under ERISA. The 25% test generally provides that a fund's underlying assets will not be considered to be ERISA plan assets ... if 'benefit plan investors' own less than 25% of the value of each class of equity interests in the fund.
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