On Nov. 22, 2022, the Department of Labor issued a final rule that permits plan fiduciaries to take into account ESG factors and other ancillary factors if the fiduciary concludes that the investment “equally serve[s] the financial interests of the plan over the appropriate time horizon” without creating “expected reduced returns or greater risk” (Final Rule). The Final Rule also eliminated a recordkeeping requirement that the prior rule had imposed.
This webinar will provide a brief overview of the key provisions in the Final Rule applicable to ESG factors in plan investments.
Host: Institute for Portfolio Alternatives
Time: 2 PM EASTERN