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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Managing Director - Operations, Benefits Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Identifying Exemptions to the Prohibited Transaction Rules (PDF)
Fox Rothschild LLP and Steptoe & Johnson, LLP in LexisNexis Practical Guidance 
[Guidance Overview] Sept. 27, 2021 16 pages. "This practice note addresses exemptions to the prohibited transactions rules of [ERISA] and the similar rules under the Internal Revenue Code.... The specific topics addressed in this practice note are (1) Statutory Exemptions, (2) Individual Exemptions, (3) Application for Class Exemptions, and (4) EXPRO (Expedited Processing) Applications for Exemption." MORE >> |
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