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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).

Thumbnail image for 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)

Policy Type

Other sustainability policy

Geographical scope

National

Mandatory or voluntary

Mandatory


Main industries targeted
  • Finance & Insurance
  • Construction
Restrictiveness

Very High

Sustainable Development Goals (SDGs)
  • SDG 1: No Poverty
  • SDG 2: Zero Hunger
  • SDG 8: Decent Work and Economic Growth
  • SDG 9: Industry, Innovation, and Infrastructure

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