Ins & Outs of Socially Responsible Investing for Retirement Plans
Verrill Dana employee benefits attorneys Eric Altholz and Chris Lockman review Department of Labor guidance regarding the inclusion of socially conscious/socially responsible mutual funds as investment options for 401(k) plans and 403(b) plans, and offer practical advice that will help plan fiduciaries comply with the fiduciary standards of ERISA when selecting these types of funds.