Compliance with Prohibited Transaction Exemption 2020-02 Checklist | Practical Law

Compliance with Prohibited Transaction Exemption 2020-02 Checklist | Practical Law

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Compliance with Prohibited Transaction Exemption 2020-02 Checklist

Practical Law Checklist w-029-2379 (Approx. 8 pages)

Compliance with Prohibited Transaction Exemption 2020-02 Checklist

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A Checklist explaining the conditions for exemptive relief in Prohibited Transaction Exemption (PTE) 2020-02 (Improving Investment Advice for Workers & Retirees), under the Employee Retirement Income Security Act of 1974 (ERISA).