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Interpretive Bulletin Relating to Exercise of Shareholder Rights

retirement-erisa · Employee Benefits Security Administration · Published 2008-10-17 · Effective 2008-10-17 · 73 FR 61731

Document

Document number
E8-24552
Federal Register citation
73 FR 61731
CFR reference
29 CFR 2509
Type
Rule
Action
Interpretive bulletin.
Category
retirement-erisa
Sub-agency
Employee Benefits Security Administration
Publication date
2008-10-17
Effective date
2008-10-17

Abstract

This document sets forth the views of the Department of Labor concerning the legal standards imposed by sections 402, 403 and 404 of Title I of the Employee Retirement Income Security Act (ERISA) with respect to the exercise of shareholder rights and written statements of investment policy, including proxy voting policies or guidelines. These guidelines affect fiduciaries of employee benefit plans, including trustees, investment managers and others responsible for the management of employee benefit plan assets.

Source

Authoritative
Federal Register document
Machine
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