Tag Archive for:

ERISA

Private Investment Funds and Form 5500 Schedule C

Wednesday, May 19th, 2010 at 8:00 am

If you have ERISA plan investors in your private investment fund you should know that they have new reporting requirements this year. There is a new rule that requires greatly expanded disclosure of monetary and non-monetary compensation paid by the ERISA plan. On Schedule C to Form 5500, the plan will need to identify any… » Read More

Compliance Bits and Pieces

Friday, October 30th, 2009 at 12:00 pm

Here are some interesting compliance stories that have not made their into their own posts: Canada’s Commitment to Combating the Corruption of Foreign Public Officials: Watching Bill C-31 from the Wrageblog Bill C-31, An Act to amend the Criminal Code, the Corruption of Foreign Public Officials Act and the Identification of Criminals Act, was introduced… » Read More

Pension Security Act of 2009 and its Effect on Private Investment Funds

Wednesday, August 26th, 2009 at 7:00 am

I missed the introduction of the Pension Security Act. Rep Michael Castle introduced the bills in January and it was referred to the Committee on Education and Labor. It’s a short bill, but would have a big effect on the disclosure of investments in private investment funds. The bill revises a section of the Employee… » Read More