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ESG Investing

BY NAPA Net Staff | 3/13/2023
Brian Graff continues his exclusive discussion with the Department of Labor’s Tim Hauser about what the Biden Administration rule really means for the retirement plan space. After putting its... Read More
BY NAPA Net Staff | 3/6/2023
“I’m not sure why there’s so much fuss.” That’s American Retirement Association CEO Brian Graff’s reaction to the ESG rule after a comprehensive discussion with the Department of Labor’s Tim... Read More
BY NAPA Net Staff | 3/3/2023
The final ESG rule clarified that proxy voting of plan investments is a fundament part of a plan fiduciary’s responsibilities. Still, questions remain on how that applies practically to defined... Read More
BY NAPA Net Staff | 3/3/2023
An ESG non-enforcement policy has been in place for quite some time. What will EBSA’s enforcement policy be going forward now that the final ESG rule is in effect? American Retirement Association... Read More
BY NAPA Net Staff | 3/1/2023
The use of managed accounts in retirement plans is on the rise. They accommodate more and diverse risk tolerances, as well as other issues specifically affecting individual participants. In the... Read More
BY NAPA Net Staff | 3/1/2023
How should ESG-themed funds be compared and/or benchmarked against those with similar or no screens? It’s one of the most common questions heard about prudence and ESG. Should the relative... Read More
BY Ted Godbout | 3/1/2023
One day after the Republican-led House of Representatives approved a resolution to block the Labor Department’s so-called environmental, social and governance (ESG) rule, the Senate followed suit... Read More
BY NAPA Net Staff | 2/28/2023
The tie-breaker rule in ESG regulation has definitely led to confusion—if not outright controversy. If all else is equal and two investments are indistinguishable, the one incorporating ESG... Read More
BY Ted Godbout | 2/28/2023
As promised, the Republican-led House of Representatives moved forward with a congressional disapproval resolution against the Department of Labor’s recently finalized environmental, social and... Read More
BY John Sullivan | 2/27/2023
If it deems it relevant, a plan fiduciary may consider ESG factors as part of its risk/return analysis, which is fundamental to the prudence requirement. It’s another financial factor, like inflation... Read More
BY NAPA Net Staff | 2/27/2023
The U.S. House of Representatives' Committee on Rules has announced a meeting for today (Feb. 27) to discuss a measure targeting the Labor Department’s ESG rule. Rep. Andy Barr's (R-KY) resolution... Read More
BY NAPA Net Staff | 2/27/2023
Does the Biden Administration’s new ESG rule “mandate” that ERISA plans must consider ESG factors for all retirement plan investments? The more sensational members of the mainstream press... Read More
BY John Sullivan | 2/24/2023
Sen. Tina Smith (D-MN) recently reintroduced legislation—the Freedom to Invest in a Sustainable Future Act (S. 523)—to provide “legal certainty” to plan sponsors and fiduciaries who wish to... Read More
BY Nevin E. Adams, JD | 2/23/2023
“For Americans of all races, creeds, and political stripes, the American dream includes the prospect of a comfortable retirement.” So begins a second lawsuit challenging the Labor Department’s so-... Read More
BY NAPA Net Staff | 2/23/2023
Environmental, Social and Governance (ESG) investing is nothing if not controversial—especially with its use in retirement plans. The Trump-era ESG rule, issued in the waning days of the last... Read More
BY NAPA Net Staff | 2/23/2023
How does the Biden Administration’s ESG rule differ from its predecessor? Tim Hauser, Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration (EBSA),... Read More
BY Ted Godbout | 2/17/2023
In the increasingly escalating battle over the use of environmental, social and governance (ESG) factors in determining retirement investments, congressional Democrats are pushing back. The latest... Read More
BY NAPA Net Staff | 2/15/2023
On January 30, the final rule titled “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights”—a.k.a. the “ESG rule”—became effective. American Retirement Association CEO... Read More
BY John Sullivan | 2/13/2023
Fidelity Investments filed paperwork with the Securities and Exchange Commission on Friday to register a suite of sustainable target-date funds.  Called the Fidelity Sustainable Target Date... Read More
BY John Sullivan | 2/7/2023
The hyper-partisan polarization over environmental, social, and governance (ESG) investing strategies continued Monday with news of a growing “war” between GOP House leadership and the U.S. Chamber... Read More
BY Nevin E. Adams, JD | 2/7/2023
The State of Oklahoma is pressing more than 150 fund managers and financial institutions on their ESG stance, specifically those that boycott energy companies—with an eye toward boycotting the Sooner... Read More
BY John Sullivan | 2/6/2023
Pecuniary interest is a phrase that evoked interest and anxiety in the retirement plan industry when included in the Trump Administration’s 2020 ESG rule. The Biden Administration removed... Read More
BY John Sullivan | 2/3/2023
House Republicans will establish a working group to “combat the threat to our capital markets posed by those on the far-left pushing environmental, social, and governance (ESG) proposals,” Rep.... Read More
BY NAPA Net Staff | 2/1/2023
Morningstar Investment Management and Plan Administrators, Inc. (PAi) have announced the launch of the Morningstar ESG Pooled Employer Plan (PEP) designed to select funds that limit exposure to... Read More
BY John Sullivan | 2/1/2023
Fresh from the heels of last week’s red state lawsuit filing to prevent the Department of Labor from implementing its new rule related to environmental, social and governance (ESG)... Read More

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