000 and no accreditation requirements, the fund can be offered to any investor, including those operating retirement accounts, through an adviser. There are no subscription documents and no Schedule K-1 tax forms.
be entered into to effect the Transfer of Assets and the Assumption of Liabilities in the manner contemplated by this Agreement, or otherwise relating to, arising out of or resulting from the transactions contemplated by this Agreement, in such form or forms as the applicable Parties thereto ...
Changes in the reporting procedure; Use of the new forms by all filers for 1999 plan year reporting; Extension allowed plan administrators; DOL efforts to encourage filers to file electronically.EBSCO_bspTax Management Compensation Planning Journal...