Date: September 29, 2022
Time: 1:00 - 2:00 p.m. ET
Contact: Stacy Weiner, 202.263.4184, Stacy.Weiner@ThompsonHine.com
A complimentary webinar presented by Thompson Hine LLP
Companies and their investors are continuing to reassess their business strategies to address the ever-changing mandates relating to ESG (environmental, social and governance). These criteria factor into all aspects of their organizations and into many areas companies may not be paying enough attention to as they continue on their ESG journey.
Please join us as we kick off our new webinar series hosted by the members of our ESG Collaborative team. These webinars will cover a variety of topics with a focus on providing concrete, value-added takeaways in all areas from investing to greenwashing. Each webinar will address how the increasingly important ESG element of modern business can factor into transactions, long-term strategies, business operations and disclosures for all types of companies.
Session 1: Navigating the Intersection Between ESG and ERISA
It is important for employers and retirement plan fiduciaries to understand ERISA’s fiduciary standards and the potential issues that may arise when applying ESG criteria to selecting and managing retirement plan investments, especially when the legal standards keep shifting. In this first session, our presenters will examine trending topics related to ESG and 401(k) plans.
Topics of discussion for this session include:
- Whether to use ESG funds in the investment line-up
- Applying ESG-related criteria in evaluating investment options
- Responding to inquiries about a 401(k) policy as to why it does or does not include ESG factors
- ESG funds and products available for use in 401(k) plans
Presenters:
- Mike Shebak, Senior Managing Director and Head of Institutional Consulting, ClearStead
- Ed Redder, Partner, Thompson Hine
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Laura A. Ryan, Partner, Thompson Hine