We heard people ask “Why so few ESG options in retirement plans?”
This was in the last century when I began in the securities industry. Seeing an opportunity, and watching the Tech Bubble burst March 13, 2000, I made a decision to focus on Retirement Plans to make sure ESG options were available for mission-driven organizations retirement plans.
For seventeen years we have been building a better mousetrap. More ESG options than other providers.
In the fall of 2015, we executed an agreement with QBOX Fiduciary Services to add a few services to Social(k) plans. Smaller plans were having trouble keeping advisors interested. Low assets mean low fees which can lead to a lower level of service than desired. By adding 3(31) and 3(38) fiduciary services from QBOX we could help plan sponsors pick and monitor a list of ESG and traditional funds, among other tasks.
We also saw there were no target date portfolios available with ESG screens. As a leader in the field of ESG options in retirement plans, we saw an opportunity. We licensed Social(k) brand to QBOX and they built a few portfolios for plan sponsors to use.
Low-Cost Green Index
Faith Based with focus on Social Justice and Stewardship of the Earth
First Target Date Portfolios with ESG screens, including a Retirement IncomePortfolio.
For more information on adding these to your current plan, or changing to Social(k), Contact Us.