Legal Journal

December 2009 - Reality Check: Valuing ERISA Plan Investments In PE Funds

Topic Description: Many ERISA retirement or pension plan managers have plan money invested in limited partnership positions in private equity forms. The plan manager has a fiduciary duty to the employees whose funds are included in the plan to ensure that the plan's money is prudently invested.

Authors: Michael D. Whitty, Bruce L. Richman

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• Plan Administration
• Tax & Estate Planning

• Michael D. Whitty