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July Business Services
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July Business Services
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Defined Contribution Account Manager Nova 401(k) Associates
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Pollard & Associates
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Greenline Wealth Management
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New York City District Council of Carpenters Benefit Funds
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Fringe Benefit Group
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Great Lakes Pension Associates, Inc.
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DOL Announces Guidance on Social Investments (PDF)
Groom Law Group [Guidance Overview] Oct. 26, 2015
"The basic text of IB 15-01 is virtually identical to IB 94-01. But the DOL seems to have gone a bit further in the preamble. There, DOL expresses the view that ESG factors are not merely collateral considerations, but can be an integral part of the economic analysis performed by the plan fiduciary when considering an investment. The preamble to IB 2015-01 explains that plan fiduciaries may address ETIs or incorporate ESG factors in investment policy statements and utilize ESG-related tools, metrics, and analyses to evaluate investments."
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