Investments | ESG PLANADVISER May/June 2021

The Promise of Sustainable Investing

Getting past misconceptions to help advisers and their clients leverage ESG.

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Compliance

November 10th, 2023

Navigating ESG: Forward Thinking

Panelists discuss how new ESG issues will inform investors’ focus and opportunities going forward.

Compliance

November 9th, 2023

Assessing Regulations and Best Practices for ESG Investing

ESG experts discuss the current regulatory and business landscapes regarding ESG reporting and investing.

Compliance

November 6th, 2023

CFA Releases New Definitions for Sustainable Investing

Terminology intended to create system to communicate responsible investment practices accurately and consistently, according to CFA.

Compliance News PLANADVISER May/June 2021

Legislative and Judicial Actions

GAO is asked to review TDFs; complementary ‘SECURE 2.0’ legislation is introduced; 2022 HSA contribution limits are inflation-adjusted; and more

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Electronic Disclosure Bill Reintroduced in House

Similar to a measure that passed the House last year, the Improving Disclosure for Investors Act prioritizes electronic delivery of...

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PPL Corp. Agrees to Settle Participant Lawsuit Over TDFs for $8.2M

Workers at the energy company claimed that PPL included underperforming target-date investments from Northern Trust in four of its retirement...

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Income Target-Funds Reach $22B in Assets in 2024

A majority of workers participating in employer-sponsored plans (86%) said they want their employers to offer in-plan retirement income options.