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The 25% Exception under ERISA's Plan Assest Rule

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Coursebook Papers:

Table of Contents

The 25% Exception under ERISA’s “Plan Assets” Rules: Withdrawals May Deposit Investment Funds into ERISA CoverageDISCUSSION OUTLINE (4 pp) By Andrew L. Oringer David M. Cohen Jason M. Rothschild Peter Haller S. John Ryan

Alert: Financial Crisis-Related Redemptions Could Result in Hedge Funds Unwittingly Violating the ERISA 25 Percent Plan Assets Exception (5 pp) By Andrew L. Oringer