The Resource Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz

Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz

Label
Qualified plans--investments
Title
Qualified plans--investments
Statement of responsibility
Beth J. Dickstein and Robert A. Ferencz
Creator
Contributor
Subject
Genre
Language
eng
Summary
" ... reviews the issues relating to specific types of investments that may be made by plans subject to Part 4 of Subtitle B of title I of the Employee Retirement Income Security Act of 1974, as amended (ERISA), or [section] 4975 of the Internal Revenue Code of 1986, as amended (I.R.C.). The Portfolio examines the legal concerns that plan fiduciaries may have when considering various types of investments and the ERISA guidance that governs those investments. The Portfolio contains a general overview of the fiduciary responsibility provisions under ERISA and the prohibited transaction provisions of ERISA and I.R.C. [section] 4975."
Member of
Cataloging source
BNA
Characteristic
updating web site
http://library.link/vocab/creatorName
Dickstein, Beth J
Entry convention
integrated entry
LC call number
KF6289.A1
LC item number
T35 no. 377-2nd (INTERNET)
Nature of contents
  • dictionaries
  • bibliography
Regularity
complete irregular
http://library.link/vocab/relatedWorkOrContributorName
  • Ferencz, Robert A
  • Tax Management Inc
Series statement
  • U.S. income portfolios
  • Tax management compensation planning portfolios
Series volume
  • 377-2nd
  • portfolio 377-2nd
http://library.link/vocab/subjectName
  • Pension trusts
  • Pension trusts
  • Trusts and trustees
Label
Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz
Instantiates
Publication
Note
Title from title screen (viewed May 15, 2015)
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed analysis. Introduction -- Parties with authority to manage plan assets -- Permitted investments under ERISA -- Identification of plan assets -- Location of plan assets -- Delegation of investment responsibility -- Investment funds -- Insurance investments -- Asset-backed and mortgage-backed securities and collateralized debt obligations -- Other types of investments -- Special considerations for self-directed plans -- Investments in employer securities -- Brokerage issues -- Cross-trades -- Working papers
Dimensions
unknown
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)175267261
Label
Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz
Publication
Note
Title from title screen (viewed May 15, 2015)
Bibliography note
Includes bibliographical references
Carrier category
online resource
Carrier category code
  • cr
Carrier MARC source
rdacarrier
Color
mixed
Content category
text
Content type code
  • txt
Content type MARC source
rdacontent
Contents
Detailed analysis. Introduction -- Parties with authority to manage plan assets -- Permitted investments under ERISA -- Identification of plan assets -- Location of plan assets -- Delegation of investment responsibility -- Investment funds -- Insurance investments -- Asset-backed and mortgage-backed securities and collateralized debt obligations -- Other types of investments -- Special considerations for self-directed plans -- Investments in employer securities -- Brokerage issues -- Cross-trades -- Working papers
Dimensions
unknown
Form of item
online
Media category
computer
Media MARC source
rdamedia
Media type code
  • c
Publication frequency
Updated irregularly
Specific material designation
remote
System control number
(OCoLC)175267261

Library Locations

    • Biddle Law LibraryBorrow it
      3400 Chestnut Street, Philadelphia, Pennsylvania, 19104, US
      39.954941 -75.193362
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