Retirement Resources

IEN Resources

Guide to Sustainable Retirements (June 2021)

Climate Action Pursuit session: What Do Retirement Plan Sponsors Need to Know about Sustainability?  | (Feb. 2021)

Climate Action Pursuit session: What's in My Retirement Plan? | (Feb. 2021)

Webinar: Fiduciary Duty Considerations | (Nov. 2020)

TV Segment: Investing for a Thriving and Sustainable Society | TheIMPACT on Fintech.TV (2020)

Webinar: Integrating Sustainable Investment Options into Higher Education Retirement Plans (May 2020)

IEN's Sustainable Retirements Initiative

Webinar: Integrating ESG Options into Higher Ed Retirement Plans (2019)

TIAA Low Carbon Social Choice Fund


Other Resources

Incorporating ESG in DC Plans: A Resource for Plan Sponsors | DCIIA (2021)

Private retirement systems and sustainability | Principles for Responsible Investment (2020)

Private retirement systems and sustainability: United States | Principles for Responsible Investment (2020)

Options for 401K and Other Defined Contribution Retirement Plans | US SIF (2015)

Getting Started in Sustainable and Impact Investing | US SIF (2017)

Taking Action: Sustainable Investing and Higher Education Retirement Plans | Natixis Investment Managers (2019)

Aligning Retirement Assets Toolkit #1 | World Business Council on Sustainable Development (2018)

Aligning Retirement Assets Toolkit #2 | World Business Council on Sustainable Development (2019)

Sustainable Investing in Defined Contribution Plans: A Guide for Plan Sponsors | Defined Contribution Institutional Investment Association (2019)

Fossil Free Funds | As You Sow: An interactive tool for seeing the fossil fuel holdings of hundreds of mutual funds and ETFs 


Articles and Announcements

DOL embraces ESG, suspends enforcement of “Financial Factors” rule and begins work on a new rule | Federated Hermes (May 2021)

DOL Paves the Way for ERISA Plan ESG Investments in Final “Pecuniary Factor” Rule | Natixis Investment Management (November 2020)

Analysis of Public Comments on Department of Labor ESG Proposal Shows Landslide of Opposition | USSIF, Ceres, AFL-CIO, Impax, Morningstar, ICCR, and IEN (August 20, 2020)

New Fossil Fuel Free Balanced Fund Option | The University of British Columbia (December 9, 2019)


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