Social(k) helps you grow your retirement while benefiting our planet.

Learn more about we harness shareholder power to create lasting change.

Retirement plans for long-term growth with the benefit of creating a safe, just, and sustainable world.

Social(k) offers hundreds of investments using Environmental, Social, and Governance, (i.e. ESG screened investments) backed by a plethora of Financial research. Structured into traditional Mutual Funds, Social(k) helps you sleep at night knowing that you’re pursuing the brightest possible future for your retirement and our planet.

Invest With Your Values

Individual and institutional investors can align their actions with their values, and take responsibility for the investments they own. Aligning investments with values requires that you know what you own—but if you’re invested through mutual funds, it has been nearly impossible to know what individual companies you own. Social(k) can harness your personal economic power to confront big business. We partner with As You Sow to screen mutual fund holdings against specific environmental, social, and governance issues. Mutual fund investors can now know what they own, and can align their investments with their values. This transparency gives investors, for the first time, the ability to apply a values lens in evaluating mutual funds. It encourages fund managers to construct and offer responsive investment vehicles, and it exerts market pressure on companies to improve.

Grow your Knowledge

Retirement investing made delightfully easy to understand. Discover which type of plan and account is best for your needs, whether you are an individual or building a company plan.

Glowing Recommendations

Occupying a unique position of aligning retirement investment/savings with values-based funds and companies, Rob Thomas knows more about socially responsible choices and has added great value to his clients while making our world more just and sustainable.
Ellen B.
Rob from Social(k) is truly passionate, well experienced, and educational. I feel an immense sense of relief working with him on my green retirement investment accounts. I highly recommend Social(k) to anyone looking to invest in a clean future.
Ben R.
Social(k) is a useful and unique platform for administration of a ESG/SRI retirement plan. Do your due diligence to understand if it’s right for you. This is not an offer, recommendation, or advice about securities.
Jason E.
Rob's insights and participation in the community-driven platform for moving US retirement savings into local investments (www.thenextegg.org) have been invaluable. He is an active member of the B Corp Movement and a team player seeking to use investment as a force for good!
Erin A.
It has been an honor working with Rob Thomas, founder of Social(k) over the past ten years. Not only does Rob take care of his client retirement plans but he is dedicated to the socially responsible and fossil-fuel free space as a thought leader who seeks out new solutions. Rob's latest innovation idea is creating fossil-fuel-free investment models. It is wonderful to associate with someone who has dedicated himself to the retirement plan industry and aligned himself with the SRI and Divest-Invest movements.
Timothy Y.
Social(k) provided the 401(k) plan at a company I used to work for. Great options and service and when my new company had a different plan they made the rollover really easy!
Natalie B.

You Can Invest With Your Values

Our resources allow mutual fund investors to learn what they own, and can align their investments with their values.