Nova 401(k) Associates
Compensation Strategies Group, Ltd.
Nicholas Pension Consultants
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|Text of Final REIT Prohibited Transaction Class Exemption (PDF)|
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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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