The Resource Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz
Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz
Resource Information
The item Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz represents a specific, individual, material embodiment of a distinct intellectual or artistic creation found in Biddle Law Library- University of Pennsylvania Law School.This item is available to borrow from 1 library branch.
Resource Information
The item Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz represents a specific, individual, material embodiment of a distinct intellectual or artistic creation found in Biddle Law Library- University of Pennsylvania Law School.
This item is available to borrow from 1 library branch.
- 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."
- Language
- eng
- Note
- Title from title screen (viewed May 15, 2015)
- 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
- Label
- Qualified plans--investments
- Title
- Qualified plans--investments
- Statement of responsibility
- Beth J. Dickstein and Robert A. Ferencz
- Subject
-
- Pension trusts -- Law and legislation -- United States
- Pension trusts -- Taxation | Law and legislation -- United States
- Pension trusts -- Taxation | Law and legislation -- United States
- Trusts and trustees -- Taxation -- United States
- Trusts and trustees -- Taxation -- United States
- Electronic books
- Pension trusts -- Law and legislation -- United States
- 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."
- 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
- 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
- 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
Subject
- Pension trusts -- Law and legislation -- United States
- Pension trusts -- Taxation | Law and legislation -- United States
- Pension trusts -- Taxation | Law and legislation -- United States
- Trusts and trustees -- Taxation -- United States
- Trusts and trustees -- Taxation -- United States
- Electronic books
- Pension trusts -- Law and legislation -- United States
Genre
Member of
- Tax management portfolios, 377-2nd
- Tax management compensation planning portfolios, portfolio 377-2nd
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<div class="citation" vocab="http://schema.org/"><i class="fa fa-external-link-square fa-fw"></i> Data from <span resource="http://link.law.upenn.edu/portal/Qualified-plans--investments-Beth-J.-Dickstein/vti8oHSiYxc/" typeof="Book http://bibfra.me/vocab/lite/Item"><span property="name http://bibfra.me/vocab/lite/label"><a href="http://link.law.upenn.edu/portal/Qualified-plans--investments-Beth-J.-Dickstein/vti8oHSiYxc/">Qualified plans--investments, Beth J. Dickstein and Robert A. Ferencz</a></span> - <span property="potentialAction" typeOf="OrganizeAction"><span property="agent" typeof="LibrarySystem http://library.link/vocab/LibrarySystem" resource="http://link.law.upenn.edu/"><span property="name http://bibfra.me/vocab/lite/label"><a property="url" href="http://link.law.upenn.edu/">Biddle Law Library- University of Pennsylvania Law School</a></span></span></span></span></div>
