Loren D. Stark Company
Randall & Hurley, Inc.
EPIC Retirement Plan Services
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|Incorporating ESG in DC Plans: A Resource for Plan Sponsors (PDF)|
Defined Contribution Institutional Investment Association [DCIIA]
June 30, 2021
11 pages. "Key recommendations include:  Define 'sustainability' and clarify investment beliefs around ESG considerations in relevant plan documents ...  Examine key considerations and differences among three implementation options for DC plans to understand which path is most appropriate for the plan: material ESG factor integration across all investments, selective sustainable investing funds in the plan lineup, or self-directed brokerage windows.  Measure and monitor sustainable investments in a manner consistent with the assessment of other investment options."
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