# Interpretive Bulletin Relating to Exercise of Shareholder Rights
> **Employee Benefits Security Administration** · Interpretive bulletin. · Published 2008-10-17 · Effective 2008-10-17 · 73 FR 61731
## Document
- **Document number:** E8-24552
- **Category:** retirement-erisa
- **Sub-agency:** Employee Benefits Security Administration
- **Federal Register citation:** 73 FR 61731
- **CFR reference:** 29 CFR 2509
- **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
- [Federal Register document](https://www.federalregister.gov/documents/2008/10/17/E8-24552/interpretive-bulletin-relating-to-exercise-of-shareholder-rights)
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