Any day (minute?) now the Biden administration is expected to issue an update to the rules considering environmental, social and governance (ESG) issues regarding retirement plan investments.
Find out what you need to know about where we’ve been—and where we’re headed—and what you can do NOW to be prepared, and help your clients understand ESG in ERISA plans. You’ll learn that ESG doesn’t mean sacrificing performance, can meet participant demand, and hear examples of case studies.
Exclusively for NAPA-Net advisor readers, you’ll hear insights from Jim Roach, Senior Vice President, Retirement Strategies, Natixis Investment Managers and Clarice Avery, Senior Vice President, Investment Strategist, Natixis Investment Managers—moderated by NAPA-Net Editor-in-Chief Nevin Adams.
In this engaging session you’ll learn:
- The trends in ESG, and ESG in retirement plan menus
- The Labor Department’s proposal—and what it means for advisors going forward
- How ESG (now) fits within a fiduciary context
- Responding to plan sponsor hesitation—and perhaps yours
- Real life case studies in adoption and impact
- Key takeaways and action steps for advisors
It all takes place on Tuesday, Oct. 12 at 2:00 p.m. ET.
Reserve your spot TODAY at https://attendee.gotowebinar.com/register/6461908319645078287!
