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The choice is in: The Division of Labor’s (DOL) new “Prudence and Loyalty in Choosing Plan Investments and Exercising Shareholder Rights” last rule affirms that retirement plan fiduciaries can prudently take into account environmental, social, and governance (ESG) elements when serving one of the best pursuits of contributors. Be a part of this webinar for a proof of the important thing modifications in addition to a abstract of how the states and the business are reacting to the regulation.
Particularly, you’ll study:
- What it means to remove the “pecuniary” distinction so ESG and local weather change elements which can be related to an funding’s threat or return might be thought-about.
- How Certified Default Funding Options and exercising shareholder rights, similar to proxy voting are impacted.
- How collateral advantages aside from funding returns can now be used when a “tie-breaker” between investments is required.
- How one can leverage instruments to uphold fiduciary duty whereas incorporating ESG into your funding choice course of.
Authorized for Fi360 CE Credit score. CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Delivered to you by
Sponsored by
John Faustino, AIFA®, PPC®
Head of Fiduciary Coaching & Know-how
Broadridge
Blaine Aiken, AIFA®, CFA®, CFP®
Founder & Principal
Fiduciary Insights
Diana Britton – Host
Managing Editor
WealthManagement.com
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