Search results with tag "Bank collective trust funds"

Bank Collective Trust Funds - K&L Gates

BANK COLLECTIVE TRUST FUNDS: WHAT YOU NEED TO KNOW September 2008 2 Agenda Part I Overview Part II ... Regulation 4 Terminology and Distinctions Collective Investment Fund generic term Collective Trust Fund Participants are limited to employee benefit trusts Bank may act in any capacity for participating trusts ... limited to eligible employee ...

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