Aligning Your Retirement Plan with Company Values

Aligning Your Investments with Your Values

110 million employees in the United States have over 8.4 billion collective dollars invested in employer-sponsored retirement plans. In order to attract top millennial and Gen Z talent, many organizations have made a push in recent years to outwardly embrace the causes their employee bases are most passionate about. Lately, however, many have been pointing out a growing disconnect between their employers’ stated values and the assets in their company stock portfolios.  Now more than ever, employees (especially younger ones) are personally invested in a number of social, economic, and environmental causes ranging from climate change to gender and racial equality. 401(k) plans, on the other hand, don’t quite seem to be keeping up. Despite the major cultural strides that have been made over the last several years, many 401(k) plans are still heavily invested in firms that are not progressive on the issues today’s employees value the most. Today,...

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