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 highlights the need for ERISA Plan investors to report certain compensations and advises fiduciaries to consult legal counsel regarding investments in the Access Fund.
documents/vol00010-efta01354650-pdf.pdf
{"document_type":"legal","document_subtype":"ERISA compliance discussion","key_organizations":["Access Fund"],"reference_numbers":["DB-SDNY-0039245","SDNY_GM_00185429","EFTA01354650"]}