QPAM Exemption Audit

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Ashland Partners provides examinations of the Prohibited Transaction Exemption (“PTE”) 84-14 for plan assets transacted by independent Qualified Professional Asset Managers (“QPAM”).

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QPAM Exemption Audit

The Employee Retirement Income Security Act of 1974 (ERISA) is a federal law meant to protect retirement assets by establishing minimum standards for pension plans in private industry. The purpose of the rules are to ensure that plan fiduciaries do not misuse plan assets.

 

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