Legal issues in pension investment

Cover of: Legal issues in pension investment |

Published by Practising Law Institute in New York, N.Y. (810 Seventh Ave., New York 10019) .

Written in English

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  • Pension trusts -- Investments -- Law and legislation -- United States.

Edition Notes

Book details

StatementHoward Pianko, chairman.
SeriesTax law and estate planning series, Tax law and practice course handbook series -- no. 156
ContributionsPianko, Howard., Practising Law Institute.
LC ClassificationsKF3512.Z9 L43
The Physical Object
Pagination400 p. :
Number of Pages400
ID Numbers
Open LibraryOL16464922M
LC Control Number81080837

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New legislation, volatile markets and changes in member expectations create a challenging environment for sponsors and trustees alike. Building on the 10 Biggest Administration Challenges we published in   In order to achieve these investment goals, large pension plans have been circumventing the 30 per cent rule through elaborate financial, legal, and organizational structures which effectively allow for control of a corporation with less than 30 per cent of the voting shares.

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The employer gives control of the pension fund to a trustee, who may invest the money in stocks and bonds and other financial endeavors to increase the fund. Some pension plans require the employee to make a small, periodic contribution to the fund. The amount of pension that a pensioner receives depends on the type of pension ://+fund.

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The General Counsel shall provide legal advice regarding compliance with legal investment criteria including System policy together with governing statutes, rules and regulations and other legal issues and, together with the Managing Directors, and the assistance of outside counsel as warranted, review and approve investment contracts.

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