Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Bates & Company, Inc.
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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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Safe Harbor 'ERISA Special Entity' and 'Non-special Entity' Letters Published by International Swaps and Derivatives Association
Practical Law Company [Guidance Overview] May 10, 2013
"[Swap dealers (SDs)] must ensure that they remain independent of special entities in their swap dealings, or face increased advisory responsibilities. Special entities are certain local, state and federal government entities and qualified retirement plans. The ERISA special entities letter is designed to help SDs document their independence from ERISA special entities with which they enter into swaps.... [The letter helps] SDs take advantage of certain safe harbors contained within the final EBCS."
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