Carpenter Morse Group
Plumbers Local Union No. 1 Benefit Funds
Nicholas Pension Consultants
Kentucky Trust Company
ERISA Services, Inc.
Farmer & Betts, Inc.
Trucker Huss, A Professional Corporation
Bates & Company
RTD Financial Advisors
Retirement Plan Consultants
Loren D. Stark Company
Hochheiser Deutsch & Co, Inc.
EPIC Retirement Plan Services
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|DOL Announces Guidance on Social Investments (PDF)|
Groom Law Group
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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