Exception for Venture Capital Operating Companies under the ERISA Plan Assets Regulation

A Lexis Advisor® Practice Note, 2019

5 Pages Posted: 19 Dec 2019

See all articles by Andrew L. Oringer

Andrew L. Oringer

The Wagner Law Group; Fordham Law School; Hofstra University - Maurice A. Deane School of Law

Date Written: November 22, 2019

Abstract

The author briefly summarizes the rules applicable to venture capital operating companies and real estate operating companies under the regulation issued by the U.S. Department of Labor defining “plan assets” under ERISA, and also briefly describes the 25% test available under ERISA.

Suggested Citation

Oringer, Andrew L., Exception for Venture Capital Operating Companies under the ERISA Plan Assets Regulation (November 22, 2019). A Lexis Advisor® Practice Note, 2019, Available at SSRN: https://ssrn.com/abstract=3491860

Andrew L. Oringer (Contact Author)

The Wagner Law Group

747 Third Avenue
16th Floor
New York, NY 10017-2856
United States
1-212-540-4579 (Phone)

Fordham Law School ( email )

150 West 62 Street
New York, NY 10023
United States

Hofstra University - Maurice A. Deane School of Law ( email )

121 Hofstra University
Hempstead, NY 11549
United States

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