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Identifying Exemptions to the Prohibited Transaction Rules (PDF)
Fox Rothschild LLP and Steptoe & Johnson, LLP in LexisNexis Practical Guidance Link to more items from this source
[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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