AdBits | The Plan Asset Rules Explained

Discover the critical rules governing IRA and 401(k) investments in this enlightening video featuring IRA Financial's founder, Adam Bergman. Delve into the intricacies of the plan asset rules, a crucial aspect of ERISA regulations that impact how retirement accounts invest in various funds, from hedge funds to real estate ventures. Adam breaks down the implications of triggering these rules, highlighting the heightened responsibilities for investment managers and the potential regulatory headaches they face.

Learn why investment managers strive to stay under the 25% ownership threshold in certain funds to avoid triggering plan asset rules and the associated fiduciary duties. Gain insights into exceptions like venture capital operating companies and real estate operating companies, which offer flexibility in investment strategies. Whether you're an investor or an asset manager, understanding these rules is key to navigating the complexities of retirement account investments.

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About IRA Financial:

IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. He created IRA Financial to educate retirement account holders about the benefits of self-directed retirement plan solutions, allowing investments in alternative assets like real estate.

Please note: IRA Financial is a retirement account facilitator and custodian. We are not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions.

Learn more: https://www.irafinancialgroup.com/abo...

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