Employee Benefits Security Administration October 17, 2008 – Federal Register Recent Federal Regulation Documents

Interpretive Bulletin Relating to Exercise of Shareholder Rights
Document Number: E8-24552
Type: Rule
Date: 2008-10-17
Agency: Employee Benefits Security Administration, Department of Labor
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.
Interpretive Bulletin Relating to Investing in Economically Targeted Investments
Document Number: E8-24551
Type: Rule
Date: 2008-10-17
Agency: Employee Benefits Security Administration, Department of Labor
This document sets forth the views of the Department of Labor concerning the legal standards imposed on fiduciaries of employee benefit plans by sections 403 and 404 of Title I of the Employee Retirement Income Security Act (ERISA) when considering investments in ``economically targeted investments.'' These guidelines affect fiduciaries of employee benefit plans, including trustees, investment managers and others responsible for the management of employee benefit plan assets.