Loan & Distribution Specialist AimPoint Pension
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AimPoint Pension
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Bates & Company, Inc.
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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DOL Issues Interpretive Bulletin on Social Investing
Winston & Strawn LLP [Guidance Overview] Dec. 28, 2015 "An important purpose of [Interpretive Bulletin 2015-01] is to clarify that plan fiduciaries should appropriately consider factors that potentially influence risk and return. Environmental, social, and governance issues may have a direct relationship to the economic value of the plan's investment. In these instances, such issues are not merely collateral considerations or tie-breakers, but rather are proper components of the fiduciary's primary analysis of the economic merits of competing investment choices. At a minimum, this seems to say that not only could a fiduciary consider matters unrelated to investment performance, it could make those the matters the most important factor." |
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