EXCLUSIVES

2019 Could Be Banner Year for ESG in ERISA Plans

Plan sponsors voice concern about a lack of uniform ESG data reporting and lingering regulatory uncertainty—but more and more continue to embrace the use of environmental, social and governance investing programs.

Winning by Default

George White, from Custodia Financial, discusses how the IRS’ new distribution code for retirement plan loan defaults could help inform the retirement industry.

Mission-Based Employer Embraces ESG TDFs, In-Plan Income

UWC-USA makes all of its decisions and policies with its broader mission in mind; based on a commitment to education, sustainability and global thinking, the school has embraced an ESG target-date fund, as well as in-plan guaranteed income.

Barry’s Pickings Online: Trump DOL Mid-Term Report Card

Michael Barry, president of October Three (O3) Plan Advisory Services LLC, offers his opinions about retirement plan issues addressed—and not addressed—by the Department of Labor under President Donald Trump.