Integrating Sustainable Investment Options Into Retirement Plans – Fiduciary Duty Considerations

Reinhart Boerner Van Deuren S.C.

Nonprofit institutions offer limited ESG investing options in their retirement plans, despite substantial evidence that these strategies can reduce risk and enhance long-term investment performance. Concerns about fiduciary duty are often cited as a barrier for these institutions to offer these options, particularly considering recent Department of Labor ESG rule changes.

This webinar is intended to help clarify how plan sponsors and trustees can consider sustainable investing strategies related to their fiduciary duties. Implications of the ESG rule changes on integration of material ESG factors into investment analysis and potential for additional rule changes after January 20 will be discussed. To address these issues, the Intentional Endowments Network (IEN) launched the Sustainable Retirements Initiative to close this gap.

Join us for an informative and interactive webinar comprised of top experts on the state of fiduciary duty for defined contribution plans in the United States to learn how your institution could provide retirement funds that reflect both the mission of your organization and the values of your employees.

More Information, How to Register