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Individual Plans
Organization
24
Total Mentions
24
Documents
152
Connected Entities
Organization referenced in documents
Document Mentions (20 of 24)
EFTA01353833.pdf
1 mentionEFTA01353833
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01354218.pdf
1 mentionEFTA01354218
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01354649.pdf
1 mentionEFTA01354649
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
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EFTA01355007.pdf
1 mentionEFTA01355007
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01355189.pdf
1 mentionEFTA01355189
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01364732.pdf
1 mentionEFTA01364732
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
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EFTA01383000.pdf
1 mentionEFTA01383000
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01389312.pdf
1 mentionEFTA01389312
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01389737.pdf
1 mentionEFTA01389737
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
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EFTA01390143.pdf
1 mentionEFTA01390143
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01390792.pdf
1 mentionEFTA01390792
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01386604.pdf
1 mentionEFTA01386604
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
Sponsored
EFTA01391386.pdf
1 mentionEFTA01391386
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01391722.pdf
1 mentionEFTA01391722
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01392027.pdf
1 mentionEFTA01392027
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
Sponsored
EFTA01392387.pdf
1 mentionEFTA01392387
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01393327.pdf
1 mentionEFTA01393327
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01394163.pdf
1 mentionEFTA01394163
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
Sponsored
EFTA01394563.pdf
1 mentionEFTA01394563
017 Fiduciary Rule includes an exception (the 'Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with any
EFTA01397800.pdf
1 mentionEFTA01397800_sub_002 - EFTA01397800_200
17 Fiduciary Rule includes an exception (the "Seller's Exclusion") for (1) sophisticated institutional ERISA Plans and (2) smaller ERISA Plans and Individual Plans that are represented by a sophisticated independent fiduciary. The General Partner intends to rely on the Seller's Exclusion in connection with an
Sponsored
Connected Entities(20 of 152)
Access Fund Assets
OrganizationOrganization referenced in documents
24 docs24 co-mentions
Keogh
OrganizationRetirement savings plan type
24 docs24 co-mentions
Access Fund
OrganizationClimbing advocacy nonprofit organization
24 docs24 co-mentions
United Kingdom
LocationCountry in north-west Europe
5 docs5 co-mentions
Milan
LocationItalian commune and capital city of Lombardy
5 docs5 co-mentions
Cambridge University
OrganizationOrganization referenced in documents
5 docs5 co-mentions
Norway
LocationCountry in Northern Europe
5 docs5 co-mentions
Hungary
LocationCountry in Central Europe
5 docs5 co-mentions
Belgium
LocationCountry in western Europe
5 docs5 co-mentions
Estonia
LocationCountry in Northern Europe
5 docs5 co-mentions
Denmark
LocationCountry in Northern Europe and North America
5 docs5 co-mentions
Finland
LocationCountry in Northern Europe
5 docs5 co-mentions
Pretoria
LocationAdministrative capital of South Africa located in the Gauteng province
5 docs5 co-mentions
George Soros
PersonHungarian-American investor and philanthropist (born 1930)
5 docs5 co-mentions
Michael Douglas
PersonAmerican retired actor, producer and activist (born 1944)
5 docs5 co-mentions
European Union
OrganizationPolitical and economic union of 27 European states
5 docs5 co-mentions
Romania
LocationCountry in Southeast Europe
5 docs5 co-mentions
Lithuania
LocationCountry in northeastern Europe
5 docs5 co-mentions
Cyprus
LocationMediterranean island country in West Asia
5 docs5 co-mentions
Elena
PersonSpanish actress
5 docs5 co-mentions