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SEC Private Fund Adviser Rules May Impact Benefit Plan Investors

On August 23, 2023, the Securities and Exchange Commission (“SEC”) voted three to two to adopt a package of new final rules, Private Fund Advisers; Documentation of Registered Investment Adviser Compliance (the “Private Fund...more

What Plan Fiduciaries Should Know About SEC’s Final Form PF Amendments

On May 3, 2023, the Securities & Exchange Commission (“SEC”) adopted amendments to Form PF (the “Final Amendments”).  Plan fiduciaries that utilize private equity funds, and regulated entities that serve these plan sponsors,...more

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