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Investing for a Better World

The first ESG-driven target date mutual funds – designed to help plan participants invest for the future with purpose.

  • February 26, 2020
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Retirement Investments That Align with Employee Values

The Executive Director of The Solar Foundation explains why they chose the Natixis Sustainable Future Funds® for the foundation’s 401(k) plan.

  • February 25, 2020
How to FIRE Up Your Practice: Financial Independence, Retire Early

As the FIRE Movement (Financial Independence, Retire Early) gains traction, it’s creating new opportunities for financial advisors.

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The SECURE Act and Retirement: What Investors Should Know

A review of regulatory changes now in effect and how portfolio and retirement plans might be affected.

Taking Action: Sustainable Investing and Higher Education Retirement Plans

How higher education and tax-exempt organizations can answer the call for more sustainable retirement investing practices.

  • December 17, 2019
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ESG Investing for Retirement

Learn about the target date retirement funds that use ESG (environmental, social, governance) factors in the investment process.

  • September 13, 2019
Choosing an Optimal Target Date Solution

Balancing performance, fees, investment processes, and equity allocation parameters is key to evaluating target date fund managers.

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Plan Participant Taking Sustainability Seriously

Find out why offering an ESG-driven target date fund option led one investor to invest more in his 401(k) plan.

  • August 22, 2019
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A Plan Sponsor’s Guide to DOL Regulations in 2019

Updates on the Department of Labor’s fiduciary rule, best practices for plan committees, retirement plan trends, and target date funds.

  • March 11, 2019
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Mission Critical: Aligning Values with Retirement Investments

See how the Shelton Group advances their sustainability mission by embracing an ESG-driven target date mutual fund option in their employee 401(k) plan.

  • August 13, 2018
Defined Contribution Survey – Attitudes, Actions, Assessments

As investors save for retirement, why financial professionals, employers, and policy makers should stand ready to help.