This document outlines representations and warranties applicable to 'Plan Investors' under ERISA and the Internal Revenue Code. It includes a checklist for investors to confirm their status as employee benefit plans, governmental plans, or church plans, and their compliance with relevant legal definitions and requirements.
documents/vol00010-efta01355525-pdf.pdf
{"title":"Plan Investor Representations","key_people":["Greg Martin"],"document_type":"legal","key_locations":["U.S."],"document_subtype":"Investor Representation","key_organizations":["Employee Retirement Income Security Act of 1974 (ERISA)"],"reference_numbers":["GLDUS141"]}