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.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound