ESG

Fiduciary Hot Topics – Fall 2021
Team SummitEmployee Outcomes, Employer Resource Center, Fiduciary Governance, Plan Investments, Plan Operations & AdminComments are off for this post
Get cozy and settle in as we ‘spill the tea’ on the latest retirement plan updates. From ESG fund usage and class-action lawsuit chatter to Social Security and retirement reforms, there has been plenty of recent activity in the retirement plan landscape. New Department of Labor Regulations Will Greenlight the Use of ESG Funds in  Read More →
DOL: No Enforcement of Rules on ESG Investments & Proxy Voting
Team SummitEmployer Resource Center, Fiduciary Governance, Plan InvestmentsComments are off for this post
On March 10, 2021 the Department of Labor (DOL) issued a “Statement Regarding Enforcement of its Final Rules on ESG Investments and Proxy Voting by Employee Benefit Plans” (the “Statement”). The Statement addresses the DOL’s present position regarding final rules the DOL published that amended investment duties of fiduciaries under the Employee Retirement Income Security  Read More →
Q1 Fiduciary Hot Topics
Team SummitEmployer Resource Center, Fiduciary GovernanceComments are off for this post
As we move into the new year, we are sure to see many new developments in the retirement plan landscape. Read on for a snapshot of current and significant litigation and regulatory updates. New Guidance from the Department of Labor Eases Restrictions for Compensating Investment Professionals Who Advise Plan Participants and IRA Holders A Prohibited  Read More →

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