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Field Assistance Bulletin NO. 2018-01

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Summary

This Field Assistance Bulletin provides guidance to the Employee Benefits Security Administration’s national and regional offices to assist in addressing questions they may receive from plan fiduciaries and other interested stakeholders about Interpretive Bulletin 2016-011 (relating to the exercise of shareholder rights and written statements of investment policy), and Interpretive Bulletin 2015-012 (relating to “economically targeted investments” (ETIs)).

Issuer

United States

Year

2018

Region

North America

Issuer (type)

Employee Benefits Security Administration (Government)

Instrument type

Bulletin

Disclosure instrument

No

Geographical scope

National

Mandatory or voluntary

Voluntary

Text analysis

    • Moderate 0.61%
    • Low 0.07%
    • S focus: human capital, value creation, compensation
    • Finance, Management