Investors with Benefits: Admitting and Accommodating Benefit Plan Investors

How will your fund clients accommodate benefit plan investors? What portion of a private fund’s investor base will be comprised of pension plan assets? Navigating these questions is critical for any fund manager and their legal counsel, and our Private Equity Fund ERISA Resource Kit provides guidance on the issues that arise when ERISA pension plan assets are invested in pooled investment funds. It includes materials for ERISA fiduciaries and for private equity fund managers concerning ERISA compliance and exemptions, including detailed practice notes, templates, and checklists.

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Related Content

• ERISA Compliance Handbook for Asset Managers: Part 1 – Introduction and Basics
  Read Ropes & Gray’s ERISA Compliance Handbook for Asset Managers targeting funds and managers preparing for and responding to issues relating to compliance with ERISA.

• Management Rights Letter (Venture Capital Operating Company Qualification)
  Review this letter used when making a private equity fund’s first portfolio investment to ensure that the fund qualifies as a Venture Capital Operating Company, or VCOC. 

• ERISA Clauses for Private Equity Fund (Limited Partnership Agreement)
  Consult these sample ERISA clauses for a private equity fund that address issues arising due to the regulation of retirement plan investments under ERISA, the Internal Revenue Code, and other laws.

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