The choice is in: The Division of Labor’s (DOL) new “Prudence and Loyalty in Choosing Plan Investments and Exercising Shareholder Rights” ultimate rule affirms that retirement plan fiduciaries can prudently contemplate environmental, social, and governance (ESG) elements when serving the very best pursuits of individuals. Be part of this webinar for a proof of the important thing modifications in addition to a abstract of how the states and the trade are reacting to the regulation.
Particularly, you’ll study:
- What it means to eradicate the “pecuniary” distinction so ESG and local weather change elements which are related to an funding’s danger or return may be thought-about.
- How Certified Default Funding Options and exercising shareholder rights, comparable 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.
Delivered to you by
John Faustino, AIFA®, PPC®
Head of Fiduciary Coaching & Expertise
Blaine Aiken, AIFA®, CFA®, CFP®
Founder & Principal
Diana Britton – Host