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Taxation & Estate Planning

: TaxProf Blog

Zelinsky: Interpretive Bulletin 08-1 and Economically Targeted Investing

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Edward A. Zelinsky (Cardozo) has published Interpretive Bulletin 08-1 and Economically Targeted Investing: A Missed Opportunity, 82 S. Cal. L. Rev. Postscript 11 (2009). Here is the Conclusion: IB 08-1 was a missed opportunity. By attenuating ERISA?s exclusive benefit rule, the ETI moniker opens the decisionmaking of employee plan fiduciaries...

Full post as published by TaxProf Blog on August 28, 2009 (boomark / email).

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