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 handling of 'plan assets.'
documents/vol00010-efta01354821-pdf.pdf
{"title":"Plan Investor Representations","document_type":"legal","document_subtype":"Exhibit","key_organizations":["Employee Retirement Income Security Act of 1974","Internal Revenue Code of 1986"],"reference_numbers":["GLDUS125","DB-SDNY-0039419","SDNY_GM_00185603","EFTA01354821"]}