Social(K) Blog

The story of green investing is a work-in-progress,
with stories from all corners of human life.

Invest Your Values and Learn About The Issues
The Backlash Didn’t Kill Green Investing
Written by Paul Polman In fact, it's booming Ever since Wall Street veteran Larry Fink’s face began showing up on the sides of trucks across New York City, a story has been making the rounds in Washington and Brussels that says that…
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Trump Out In The Open – Politician for sale!
Trump promised to 20 executives at Mar-a-Lago dinner to increase oil drilling and reverse pollution rules among other pitches Article originally appeared here Donald Trump dangled a brazen “deal” in front of some of the top US oil bosses…
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Retire Big Oil
Wall Street is forcing Americans to invest their life savings to prop up Big Oil. Our retirement accounts shouldn’t prop up the industry doing its best to ensure we don’t have a planet worth retiring on. So I’m marching virtually to get…
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Sustainable Investments: Morgan Stanley Survey
Majority of Investors Planning to Increase Sustainable Investments this Year Written by Mark Segal, original article found here More than half of investors are planning to increase their allocations to sustainable investments over the next…
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Retirement Plans and Fossil Fuels
99% of People Have No Option To Avoid Fossil Fuels in Their Retirement Plans Written by Rob Thomas A 2020 study by Plan Sponsor of America found that just 3% of 401(k) plans have an ESG option. ESG stands for Environmental, Social, and…
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Dear Fossil Fuels
We're forced to invest our life savings in you risking our money and our planet. So we're assembling for a historic virtual march to get Wall Street to give every American a 401(k) option that doesn't invest in Fossil Fuels. Your company chooses your…
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AtmoSphere: 99% of 401(k) plans have no climate-friendly option
Article originally appeared here The average American has $6,000 invested in fossil fuels. This, despite the fact that 82% of Americans are worried about climate change. That number doesn’t just include the political left. In fact, a majority of…
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ESG News: USSIF responds to ESG criticism from States
Article originally appeared here Today the Interfaith Center on Corporate Responsibility (ICCR) announced it had sent a letter to members of both houses of Congress urging them to oppose a well-orchestrated and well-funded campaign…
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AI talks 401(k)
ChatAI talks 401(k), and makes sense! Enrolling in a company 401(k) plan can be a smart financial decision for several reasons: Employer match: Many employers offer a matching contribution to your 401(k) account, which is essentially free…
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2022 Social(k) Corporate Benefit Impact Report
2023 Boston Massachusetts  BENEFIT/SUSTAINABILITY REPORTSocial(k)By its Benefit Officer Sue Thomas Mission & Introduction Social(k) brings Environmental, Social and Governance (ESG) screened investment options to retirement plans. Our…
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Retirement Account: Set It and Actually Forget It
Millions of workers open retirement accounts, then ignore or forget about them, leaving thousands of dollars unattended. Are you one of them? By Charlotte Cowles Article originally appeared here Raquel Charles was in her mid-20s when she…
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TPA: Huge Upgrade for Turning Point Customers
Turning Point Associates (TPA) Merger with July Business Services (JULY)This document summarizes key aspects of Turning Point Associates (TPA) merger with July Business Services (JULY) (https://www.julyservices.com/) and includes details of the…
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Retirement: New Bill Makes It Easier for Americans to Save
Several provisions in the spending bill outline new ways employers can help workers save for retirement. Credit - Daniel Arnold for The New York Times By Tara Siegel Bernard article originally appeared here Published Dec. 20, 2022Updated…
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Trends Report: US SIF Documents Sustainable Investment Assets of $8.4 Trillion
Climate change cited as leading ESG criteria for both money managers and institutional asset owners Article originally written by US Social Investment Forum; learn more about them at the end of the article or here WASHINGTON, D.C.,…
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Labor Department Clears Path for 401(k) Plans to Offer ESG
Few retirement plans currently give savers the option to make investments based on environmental, social and governance principles More retirement savers could soon have the option to invest in funds based on environmental, social and governance…
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10 Reasons Why ESG Is Sustainable And Won’t Be Stopped
Although demonized, ESG and sustainable investing will survive the backlash. It’s been a time of reckoning for environmental, social, and governance analysis and sustainable investing. A hurricane of criticism has arisen in recent years, with…
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Fossil Free: Proud to offer Sphere through our partnership with LeafHouse as 3(38) investment fiduciary
I am proud to share that the Sphere 500 Fossil-Free Fund (SPFFX) has been helping investors save for retirement while taking action on climate for a full year. SPFFX invests in the biggest 500 companies in the US, minus the fossil fuel companies…
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ANNUAL RETIREMENT PLAN CONTRIBUTION LIMITS FOR 2023
Chart showing annual retirement plan contribution limits for 2023 Originally appeared here For more information about ESG read these articles: https://socialk.com/blog/benartzi-joins-sphere-boar-to-help-make-informed-decisions-on-esg/…
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Benartzi joins Sphere boar to help make informed decisions on ESG
WALNUT, Calif. – Behavioral economics professor Shlomo Benartzi, known for the influence his research has had on retirement savings plans in the US, has joined the board of fintech startup Sphere, a company on a mission to get climate-friendly…
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Criticism intensifies after big oil admits ‘gaslighting’ public over green aims
Criticism in the US of the oil industry’s obfuscation over the climate crisis is intensifying after internal documents showed companies attempted to distance themselves from agreed climate goals, admitted “gaslighting” the public over purported…
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You Can Invest With Your Values

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.

Learn more about our Big Green Retirement Plan