This document discusses the implications of the 2017 Fiduciary Rule on investments by ERISA Plans and Individual Plans in the Access Fund. It outlines the responsibilities and considerations for fiduciaries under ERISA and the Code, including potential prohibited transactions and fiduciary responsibilities. The document also explains the Seller's Exclusion and the conditions under which the Access Fund's assets may be considered 'plan assets.'
documents/vol00010-efta01364732-pdf.pdf
{"document_date":"2017-06-09","document_type":"financial","document_subtype":"investment document","key_organizations":["U.S. Department of Labor","ERISA","Access Fund","General Partner","Investment Manager"],"reference_numbers":["DB-SDNY-0055280","SDNY_GM_00201464","EFTA01364732"]}