The National Association of Plan Advisors has launched a certificate program designed to help retirement plan advisers evaluate environmental, social and governance investing opportunities.
The NAPA ESG Investing for 401(k) Plan Advisors Certificate Program is designed to provide the advisers with the knowledge to help employers manage their ERISA fiduciary obligations when evaluating the prudence of an ESG investment, the organization said in a release.
The three-hour online self-paced course is broken into three interactive modules covering the fundamentals of ESG, the process for evaluating these options, and how to share that information with plan sponsors, participants and prospects.
NAPA said that a recent survey of retirement plan participants in plans that did not currently offer an ESG option found that 69% said they would — or might — increase their overall contribution rate if they had access to ESG options.
Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.
Reshuffle provides strong indication of where the regulator's priorities now lie.
Goldman Sachs Asset Management report reveals sharpened focus on annuities.
Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.
Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.
How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave