Retirement plan advisors have the difficult task of helping their retirement plan clients manage their ERISA fiduciary obligations when evaluating the prudence of Environmental Social Governance (ESG) investments. Those investments present unique issues for employer sponsored retirement plans. These issues include investment policy statement updates, fiduciary risk of non-economic factors in selecting plan investments, ESG investments for QDIA and participant education.
In response, NAPA is launching a brand new ESG(k) Certificate program this Spring!
