This document provides a summary of laws and regulations applicable to retirement plan investments, specifically focusing on ERISA and related regulations. It outlines the conditions under which the Partnership's assets will not be considered plan assets subject to ERISA or Section 4975 of the Code. The document also discusses the responsibilities of fiduciaries and the reporting requirements for ERISA Plans, including the filing of Form 5500. The summary is based on legal advice from Seward & Kissel LLP.
doj/DataSet10/EFTA01374113.pdf
{"key_people":["Paul Barrett"],"document_type":"legal","key_locations":["New York, New York"],"document_subtype":"ERISA and Retirement Plan Matters Summary","key_organizations":["Alpha Group Capital","Seward & Kissel LLP"],"reference_numbers":["Form 5500"]}