3.2 C
New York
Monday, December 19, 2022

The Door Is Open… Wider: ESG Investing for Retirement Plans

The choice is in: The Division of Labor’s (DOL) new “Prudence and Loyalty in Deciding on Plan Investments and Exercising Shareholder Rights” remaining rule affirms that retirement plan fiduciaries can prudently contemplate environmental, social, and governance (ESG) components when serving one of the best pursuits of contributors. Be part of this webinar for an evidence of the important thing modifications in addition to a abstract of how the states and the business are reacting to the regulation. 

Particularly, you’ll be taught:

  • What it means to remove the “pecuniary” distinction so ESG and local weather change components which might be related to an funding’s threat or return could be thought of.
  • How Certified Default Funding Options and exercising shareholder rights, similar to proxy voting are impacted.
  • How collateral advantages aside from funding returns can now be used when a “tie-breaker” between investments is required.
  • How one can leverage instruments to uphold fiduciary duty whereas incorporating ESG into your funding choice course of.

Accredited for Fi360 CE Credit score. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Dropped at you by



Sponsored by



John Faustino

Head of Fiduciary Coaching & Expertise



Blaine Aiken, AIFA®, CFA®, CFP®

Founder & Principal

Fiduciary Insights


Dave Palascak, AIF®, CFA®

Sr. Director, Product Administration




Related Articles


Please enter your comment!
Please enter your name here

Latest Articles