Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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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 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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