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Unlocking the Process: Guide to ERISA Individual Prohibited Transaction Exemptions (PDF)
Eversheds Sutherland Link to more items from this source
[Guidance Overview]
Jan. 21, 2021

132 pages. "[This] guide to individual prohibited transaction exemptions collects and indexes more than 1,200 individual exemptions ... The guide has been updated to account for 2020 activity.... It categorizes the exemptions first by counter-party then transaction-type, allowing readers to easily identify individual exemptions relevant to their situation. Included in the guide is an overview of the individual exemption process, as well as an examination of individual exemption statistics, such as historical data and most frequent categories of exemptions."  MORE >>

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