The following links have been provided for your convenience. Please note that the listing of a group’s website here does not imply an endorsement by the International Brotherhood of Teamsters of a linked site or its contents. The International Brotherhood of Teamsters is not responsible for any information provided on a linked site.

Trustee Education/Resources
Stakeholder Organizations
Financial Glossaries
Institutional Investor Groups and Services
U.S. Government Agencies

Trustee Education/Resources

• The Center for Working Capital
  
  http://www.centerforworkingcapital.org

  The Center for Working Capital opened its doors in 1997 to provide pension and benefit fund trustees with educational opportunities not available elsewhere. The Center has developed its curriculum with the oversight of an international board of directors composed of public officials, trustees, academics and members of union movements. This unique blend of leadership gives the Center its edge in understanding both the needs of trustees and the technical requirements of effective pension fund management.

• Executive Paywatch
  
  http://www.aflcio.org/corporateamerica/paywatch/

  The AFL-CIO’s executive pay watch website tracks the compensation of top executives at America’s largest corporations as well as gives the user information about how to “Enron-proof” ones retirement security.

• The International Foundation of Employee Benefit Plans
  
  http://www.ifebp.org/

  The International Foundation of Employee Benefit Plans is the largest educational association serving the employee benefits and compensation industry. For almost 50 years, the International Foundation has served as the premier source of education and information to the industry. And because the International Foundation is a nonprofit, nonlobbying organization, benefits and compensation professionals have come to rely on it for objective, accurate and timely information.

  Total membership includes 35,000 individuals representing 8,400 multiemployer trust funds, corporations, public employee groups and professional advisory firms throughout the United States and Canada.

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Stakeholder Organizations

• Good Jobs First
  
  http://www.goodjobsfirst.org/

  Good Jobs First is a national leader in providing timely, accurate information to the public, the media, public officials and economic development professionals on best practices in state and local job subsidies. Good Jobs First works with a broad spectrum of organizations as they seek to ensure that subsidized businesses are held accountable for family-wage jobs and other effective results.

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Financial Glossaries

• Duke University
  
  http://www.duke.edu/~charvey/Classes/wpg/glossary.htm

  Professor Cambell Harvey’s hypertextual financial glossary.

• Investor Words
  
  http://www.investorwords.com/

  An online financial dictionary

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Institutional Investor Groups and Services

• Council of Institutional Investors
  
  http://www.cii.org

  The Council of Institutional Investors is an organization of large public, Taft-Hartley, and corporate pension funds, which seeks to address investment issues that affect the size or security of plan assets. Its objectives are to encourage member funds, as major shareholders, to take an active role in protecting plan assets and to help members increase return on their investments as part of their fiduciary obligations.

  Founded in 1985 in response to controversial takeover activities that threatened the financial interests of pension fund beneficiaries, the group began with 20 member funds. Today the Council has over 120 pension fund members whose assets exceed $1 trillion, and more than 100 honorary international participants and educational sustainers. It is recognized as a significant voice for institutional shareholder interests.

• Fund Democracy
  
  http://www.funddemocracy.com/

  Fund Democracy is the leading voice for mutual fund shareholders. It has spoken out on mutual fund issues in financial publications such as TheStreet.com, Barron’s, SmartMoney.com and others. Fund Democracy also has engaged in a number of advocacy initiatives on behalf of mutual fund shareholders.

• Institutional Shareholder Services
  
  http://www.issproxy.com/

  Institutional Shareholder Services is a provider of proxy voting and corporate governance services, serving more than 950 clients worldwide. ISS analysts research and recommend votes for 20,000 shareholder meetings each year. Other ISS services focus on corporate issuers, Taft-Hartley funds, and social investors. Proxy Monitor, the industry’s second leading proxy services firm, was merged into ISS in July 2001.

• Interfaith Center on Corporate Responsibility
  
  http://www.iccr.org

  ICCR’s membership is an association of 275 faith-based institutional investors, including national denominations, religious communities, pension funds, endowments, hospital corporations, economic development funds and publishing companies. ICCR and its members press companies to be socially and environmentally responsible. Each year ICCR-member religious institutional investors sponsor over 100 shareholder resolutions on major social and environmental issues.

• JMR Financial, Inc.
  
  http://www.jmr-financial.com/teamsters/

  JMR/Financial assists investment managers and plan sponsors by assuming fiduciary responsibility for all aspects of the proxy voting process. JMR fulfills all fiduciary obligations set forth in the Department of Labor’s Interpretative Bulletin 94-2 by providing the following services: Developing proxy voting guidelines, tracking proxies, Voting proxies in a timely and consistent manner, Maintaining a record of votes, and providing reports of voting activities. The Teamsters Affiliates Pension Plan uses JMR Financials Services.

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U.S. Government Agencies

• United States Department of Labor
  
  http://www.dol.gov/

  This is the agency of the US government that enforces the Employment Retirement Income Security Act (ERISA), which is the law that governs and sets minimum standards for most voluntary established pension and health and welfare funds. This site defines the standard to which trustees are held under their fiduciary responsibilities.

• Securities and Exchange Commission
  
  http://www.sec.gov

  This is the agency of the federal government that is charged with regulating the securities of publicly traded companies and the operations of investment managers. Users are also able to search for financial statements of publicly traded companies by company name.

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