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.... Read More
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ESG Investing
BY Ted Godbout | 9/29/2021
With regulatory guidance coming and more investors applying ESG criteria when evaluating risks and growth opportunities within companies, corporate execs are stepping up their efforts to get ahead of... Read More
BY NAPA Net Staff | 9/27/2021
To assist retirement plan sponsors considering the addition of investment options that address ESG criteria to their DC plans, the U.S. Sustainable Investing Foundation has released a five-step guide... Read More
BY Ted Godbout | 9/15/2021
With many clients being asked about ESG, plan advisors have an opportunity to engage with them in a way that could help differentiate themselves and lead to new growth opportunities, a panel of... Read More
BY Judy Ward | 7/29/2021
In her feature story in the Summer issue of NAPA Net the Magazine, Judy Ward looks at how some of NAPA’s 2021 Top Young Retirement Plan Advisors view Environmental, Social and Governance (... Read More
BY Ted Godbout | 7/8/2021
The SEC’s Asset Management Advisory Committee (AMAC) has issued a series of recommendations to enhance disclosures of environmental, social and governance and diversity and inclusion factors.... Read More
BY NAPA Net Staff | 7/6/2021
A pair of Republican senators have pushed back on “troubling statements by the companies that manage federal employees’ retirement investments suggesting those asset managers are not putting federal... Read More
BY Ted Godbout | 7/2/2021
With retirement plan sponsors increasingly considering how to incorporate sustainable investing and environmental, social and governance (ESG) criteria into their DC plans, the organization has... Read More
BY Ted Godbout | 6/17/2021
Publicly traded companies would be required to disclose to shareholders certain environmental, social, and governance (ESG) metrics under legislation narrowly approved by the House of... Read More
BY Ted Godbout | 6/14/2021
Voya Financial is the first publicly traded company to receive an Environmental, Social and Governance (ESG) Retirement Plan Certification from DALBAR.
DALBAR’s ESG Plan Certification is an... Read More
BY Nevin E. Adams, JD | 6/11/2021
Roughly a year ago, the Labor Department issued a proposed new rule on “Financial Factors in Selecting Plan Investments”—but that, as they say, was then. This week, we asked readers if their—and... Read More
BY Ted Godbout | 6/11/2021
The American Retirement Association has extended its support for the Securities and Exchange Commission’s review of company disclosures relating to climate change-related information.
“We... Read More
BY Nevin E. Adams, JD | 6/7/2021
Roughly a year ago, the Labor Department issued a proposed new rule on “Financial Factors in Selecting Plan Investments”—but that, as they say, was then. We asked readers then what they thought—but... Read More
BY NAPA Net Staff | 6/1/2021
A group of House Democrats has reintroduced a bill “to protect and increase sustainable investments.”
Reps. Andy Levin (MI), a member of the House Education & Labor Committee and member of the... Read More
BY NAPA Net Staff | 5/24/2021
While ESG has been slow to catch on with DC plans, there are changes, both regulatory and legislative—and a growing sense that these options are of growing importance to retirement plan savers.... Read More
BY Nevin E. Adams, JD | 5/21/2021
President Biden has issued an Executive Order that, among other things, directs the Labor Secretary to reconsider rules that would have barred consideration of ESG factors in investment decisions... Read More
BY Ted Godbout | 5/21/2021
Legislation has been introduced in both the House and Senate that seeks to provide legal certainty to 401(k) plans that choose to consider environmental, social and governance (ESG) factors in their... Read More
BY Ted Godbout | 5/13/2021
Touted as a way to help investors make better-informed decisions, legislation approved by the House Financial Services Committee would require public companies to start disclosing... Read More
BY NAPA Net Staff | 5/13/2021
Slow to gain traction in defined contribution plans, a new survey suggests that workers would invest in ESG options—if they knew about them.
According to the Schroders 2021 US Retirement Survey, 9... Read More
BY Ted Godbout | 5/11/2021
Amid ongoing questions surrounding the use of private equity investments in professionally managed funds within 401(k)s, a senior Labor Department official confirmed that the department is conducting... Read More
BY Ted Godbout | 5/11/2021
Although many investors may not be aware of the link between 401(k) plan investments and the voting power these investments carry, a new report suggests that it’s only a matter of time before proxy... Read More
BY Ted Godbout | 4/28/2021
There’s a lot of buzz surrounding environmental, social and governance (ESG) investing, but what exactly is it and what is it trying to accomplish? The results from a new survey of institutional... Read More
BY NAPA Net Staff | 4/21/2021
Environmental, social and governance (ESG)-focused investing is of increasing interest to investors, plan sponsors and regulators. So keeping up to date on what’s happening is becoming even more... Read More
BY Ted Godbout | 4/12/2021
During examinations of investment advisers, registered investment companies and private funds engaged in ESG investing, SEC staff have observed instances of potentially misleading statements,... Read More
BY Ted Godbout | 3/10/2021
A March 10 announcement by the Department of Labor’s Employee Benefits Security Administration provides a precursor to the direction it plans to take on the recently finalized rules. ... Read More
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