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Text of DOL Final Regs: Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL] Link to more items from this source
[Official Guidance]
Nov. 22, 2022

236 pages. "The [DOL] is adopting amendments to the Investment Duties regulation under Title I of [ERISA]. The amendments clarify the application of ERISA's fiduciary duties of prudence and loyalty to selecting investments and investment courses of action, including selecting qualified default investment alternatives, exercising shareholder rights, such as proxy voting, and the use of written proxy voting policies and guidelines. The amendments reverse and modify certain amendments to the Investment Duties regulation adopted in 2020."  MORE >>

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