Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Regional Vice President of Sales The Retirement Plan Company
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Including ESG Funds in a 401(k) Plan Fund Menu: Fiduciary Considerations
October Three Consulting Apr. 29, 2019
"[It] is probably most useful to think of an ESG fund as implementing a particular style of active management, and to evaluate and monitor its performance and suitability (as an investment option) using the same economic criteria that would be used for any other actively managed fund.... [P]laintiffs' challenges ... to the inclusion of actively managed funds in plan fund menus have in some cases been difficult to prove."
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