Retirement

Sustainable Funds in 403(b) Plan Underscore School’s Mission

How United World College-USA drew on its educational philosophy as the foundation for the investments in its retirement plan.

  • March 16, 2021
Sustainable Funds in 401(k) Boosted Plan Participation and Contributions

Research firm that adopted the Natixis Sustainable Future Funds® saw a dramatic increase in retirement investing by its employees.

  • March 8, 2021
Sustainable Funds as 401(k) Option Improved Plan’s Contribution Rates

See how one company encouraged employees to contribute more to their 401(k) plans by offering a new Qualified Default Investment Alternative (QDIA).

  • February 23, 2021
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Sustainable Funds Drive Participation in Company’s 401(k)

VP of Finance & Operations explains how the Natixis Sustainable Future Funds® improved 401(k) plan contribution rates since adoption in 2017.

  • January 28, 2021
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New US SIF Report Highlights Trends in Sustainable Investing

Perspective on the US SIF Foundation’s 2020 Report on US Sustainable and Impact Investing presented by Lisa Woll, CEO of US SIF.

  • December 17, 2020
DOL Paves Way for ERISA Plan ESG Investments in Final Ruling

Whitepaper examines the new DOL ruling in effect January 12, 2021 that stresses “pecuniary factors” relevant to retirement plan investments.

  • November 23, 2020
The Evolution of Target Date Funds in Retirement Plans

Portfolio manager Christopher Sharpe reviews trends in target date investing, with a focus on hybrid funds that combine active and passive strategies.

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The Future of Work: Insights for HR Benefits Professionals

Phil Jordan of BW Research discusses the benefits and policies most likely to help attract and retain top talent in today’s evolving US workforce.

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Weathering the Pandemic: Natixis Sustainable Future Funds

Veteran target date manager Chris Sharpe discusses how target date funds can make it easier for investors to stay the course in changing markets.