Posts tagged investment policy statements.
DOL Provides Additional Guidance on Economically Targeted Investments

On April 23, 2018, the U.S. Department of Labor (the "DOL") released Field Assistance Bulletin No. 2018-01 ("FAB 2018-01") which provides guidance regarding (1) the exercise of shareholder rights and written statements of investment policy (addressed in Interpretation Bulletin 2016-01); and (2) economically targeted investments ("ETIs"; addressed in Interpretation Bulletin 2015-01). I have previously discussed certain issues arising with respect to the exercise of shareholder rights. See my article "DOL Updates Guidance on Proxy Voting by Plan Fiduciaries", January 19 ...

Posted in: Federal Tax, Nonprofit Organizations and Benefit Plans
Tags: benefits plans, DOL, economically targeted investments, ERISA, FAB 2018-01, Federal tax, investment options in ERISA plans, investment policy statements
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