The document discusses the implications of ERISA (Employee Retirement Income Security Act) on investments in the Access Fund, particularly focusing on the classification of assets as 'plan assets' and the fiduciary responsibilities that may arise. It also addresses reporting requirements for ERISA Plan investors on Form 5500 and considerations for governmental pension plans.
doj/DataSet10/EFTA01392028.pdf
{"key_people":["Glenn Warren"],"document_type":"legal","document_subtype":"ERISA compliance discussion","key_organizations":["Access Fund"],"reference_numbers":["GLDUS144"]}