This document discusses the implications of ERISA (Employee Retirement Income Security Act) on investments in the Access Fund, particularly focusing on whether the assets of the Access Fund are considered 'plan assets' under ERISA. It outlines the responsibilities of the General Partner and the potential liabilities if the Access Fund's assets are deemed plan assets. It also addresses the reporting requirements for ERISA Plan investors on Form 5500 and advises fiduciaries of ERISA plans to consult legal counsel regarding investments in the Access Fund.
documents/vol00010-efta01355400-pdf.pdf
{"key_people":["Greg Martin"],"document_type":"legal","document_subtype":"ERISA compliance discussion","key_organizations":["Access Fund"],"reference_numbers":["GLDUS141"]}