This document discusses the implications of ERISA regulations on investments in the Access Fund by benefit plan investors. It outlines the conditions under which the assets of the Access Fund would be considered plan assets under ERISA, the responsibilities of the General Partner, and the reporting requirements for ERISA Plan investors. It also advises fiduciaries of ERISA Plans to consult legal counsel regarding investments in the Access Fund.
doj/DataSet10/EFTA01389313.pdf
{"document_type":"financial","document_subtype":"investment document","key_organizations":["Georgetown University Endowment"],"reference_numbers":["DB-SDNY-0093668","SDNY_GM_00239852","EFTA01389313"]}