The document discusses the implications of investing in the Access Fund for ERISA Plans and Individual Plans, focusing on fiduciary responsibilities and potential prohibited transactions under ERISA and the Code. It also addresses the impact of the 2017 Fiduciary Rule on fiduciary relationships and the conditions under which the Access Fund's assets may be considered 'plan assets.'
documents/vol00010-efta01354649-pdf.pdf
{"document_type":"legal","document_subtype":"investment advisory","key_organizations":["U.S. Department of Labor","Access Fund","General Partner","Investment Manager"],"reference_numbers":["GLDUS125"]}