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Interpretive Bulletin Relating to the Fiduciary Standard Under ERISA in Considering Economically Targeted Investments

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Summary

This document sets forth supplemental views of the Department of Labor (Department) concerning the legal standard imposed by sections 403 and 404 of Part 4 of Title I of the Employee Retirement Income Security Act of 1974 (ERISA) with respect to a plan fiduciary’s decision to invest plan assets in ‘‘economically targeted investments’’(ETIs).

Issuer

United States

Year

2015

Region

North America

Issuer (type)

Department of Labour; Employee Benefits Security Administration (Government)

Instrument type

Document

Disclosure instrument

No

Geographical scope

National

Mandatory or voluntary

Mandatory

Text analysis

    • Moderate 0.79%
    • Low 0.00%
    • E focus: environment
    • Construction, Finance