In-House Asset Manager (INHAM) Agreement | Practical Law

In-House Asset Manager (INHAM) Agreement | Practical Law

A model investment management agreement (IMA) for a qualified pension plan under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 (Code) with an investment manager that intends to qualify for the Department of Labor's (DOL's) in-house asset manager (INHAM) exemption. This Standard Document has integrated notes with important explanations and drafting tips.

In-House Asset Manager (INHAM) Agreement

Practical Law Standard Document 4-555-6285 (Approx. 25 pages)

In-House Asset Manager (INHAM) Agreement

by Practical Law Employee Benefits & Executive Compensation
MaintainedUSA (National/Federal)
A model investment management agreement (IMA) for a qualified pension plan under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code of 1986 (Code) with an investment manager that intends to qualify for the Department of Labor's (DOL's) in-house asset manager (INHAM) exemption. This Standard Document has integrated notes with important explanations and drafting tips.