Text of Final Prohibited Transaction Class Exemption for Qualified Professional Asset Managers (PDF)

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Text of Final Prohibited Transaction Class Exemption for Qualified Professional Asset Managers (PDF)
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]

[Official Guidance]
Aug. 23, 2005

8 pages. "This document amends PTE 84-14, a class exemption that permits various parties that are related to employee benefit plans to engage in transactions involving plan assets if, among other conditions, the assets are managed by 'qualified professional asset managers' (QPAMs), which are independent of the parties in interest and which meet specified financial standards."

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