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Alternative Investments in Participant Directed Individual Account Plans: The Treatment of Private Equity Sleeves (PDF)
The Wagner Law Group, via Tax Management Compensation Planning Journal Link to more items from this source
Mar. 7, 2022

"Investment in private equity funds has long been a concern of practitioners, but generally with respect to the issue of whether it was holding plan assets, or could avoid that status as a venture capital operating company or a fund in which equity participation in the entity by benefit plan investors is not significant.... [R]ecently the focus has been upon offering private equity funds as a component part of an asset allocation fund, an issue that had been addressed both by the [DOL] and a California federal district court on multiple occasions[.]"

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