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Interpretive Bulletin Relating to the Exercise of Shareholder Rights and Written Statements of Investment Policy, Including Proxy Voting Policies or Guidelines

retirement-erisa · Employee Benefits Security Administration · Published 2016-12-29 · Effective 2016-12-29 · 81 FR 95879

Document

Document number
2016-31515
Federal Register citation
81 FR 95879
CFR reference
29 CFR 2509
Type
Rule
Action
Interpretive bulletin.
Category
retirement-erisa
Sub-agency
Employee Benefits Security Administration
Publication date
2016-12-29
Effective date
2016-12-29

Abstract

This document sets forth supplemental views of the Department of Labor (Department) concerning the legal standards imposed by sections 402, 403 and 404 of Part 4 of Title I of the Employee Retirement Income Security Act of 1974 (ERISA) with respect to voting of proxies on securities held in employee benefit plan investment portfolios, the maintenance of and compliance with statements of investment policy, including proxy voting policy, and the exercise of other legal rights of a shareholder. In this document, the Department withdraws Interpretive Bulletin 2008-2 and replaces it with Interpretive Bulletin 2016-1, which reinstates the language of Interpretive Bulletin 94-2 with certain modifications.

Source

Authoritative
Federal Register document
Machine
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