Episode 24: Plan Assets Exceptions for Private Investment Funds

Proskauer Benefits Brief: Legal Insight on Employee Benefits & Executive Compensation

In this episode of the Proskauer Benefits Brief, partner Ira Bogner and senior counsel Adam Scoll provide an overview of the plan assets exceptions for private investment funds, and discuss why such plan assets exceptions matter to private investment fund managers that might want to accept investments from ERISA-covered plans. Given that compliance with a plan assets exception may prove to be quite complex, they highly recommend that private investment fund managers consult with experienced ERISA legal counsel during all phases of their fund formation and fundraise, and Proskauer is always here to help in that regard. Be sure to tune in to this episode.