Home New DOL Guidance on ESG Factors in ERISA Plan Investments

    New DOL Guidance on ESG Factors in ERISA Plan Investments

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    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

    Date: 12/15/2022

    Time: 2 PM EASTERN

    Location: Webinar

    Click here for more information and to register.