Sustainable Retirements Initiative Quarterly Call 12/15/22

Unpacking the DOL rule: “Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights”

December 15, 2022

The Biden Administration's Department of Labor (DOL) has released its new rule on ESG investing in retirement plans - clarifying that ESG factors can be considered financially material in investment selection and that sustainable funds can be used as the default investments on plan menus.

This interactive meeting included brief presentations from legal and investment experts sharing their views on the rule, with time for questions and dialogue amongst the group. 

To learn more about this initiative, please contact Chris Walker at [email protected]


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