Verrill Voices: Ins & Outs of Socially Responsible Investing for Retirement Plans

April 28, 2017 Podcast

In this edition of the Verrill Voices podcast series, Verrill Dana employee benefits attorneys Eric Altholz and Chris Lockman review Department of Labor guidance regarding the inclusion of socially conscious/socially responsible mutual funds as investment options for 401(k) plans and 403(b) plans, and offer practical advice that will help plan fiduciaries comply with the fiduciary standards of ERISA when selecting these types of funds.

Click on the image below to access this podcast:

Firm Highlights

Publication/Podcast

Employee Benefits & Executive Compensation 2020 Year-End Client Advisory

Click here to view as a PDF . This Client Advisory highlights important developments in the law governing employee benefit plans over the past year. It offers insight into what these developments mean for...

Blog

Pension Plan Mortality Table Litigation – What’s Next?

The first major settlement of a lawsuit challenging the mortality assumptions used to calculate pension plan benefits was announced earlier this year. According to court filings in Cruz v. Raytheon Company , the settlement...

Blog

Understanding Your Fiduciary Responsibilities Under ERISA: A Webinar

Employers have long understood the importance of fiduciary compliance with respect to 401(k) plans and other retirement plans subject to ERISA, and most have sound processes and governance structures in place to ensure the...

News

Verrill Attorney Gregory Fryer Recognized as Top Author in JD Supra 2021 Readers Choice Awards

(April 8, 2021) – Verrill attorney Gregory Fryer was recognized as a top author for finance and banking in JD Supra’s 2021 Readers Choice Awards . The top ten authors were selected for each...

Blog

ESG Ping-Pong®

The recent regulatory back-and-forth over the investment of ERISA-governed retirement plan assets based on environmental, social, and corporate governance (“ESG”) factors has demonstrated that ESG investing will remain under an intense spotlight for some...

News

35 Verrill Attorneys Named 2020 Super Lawyers and Rising Stars

(November 9, 2020) – The 2020 edition of New England Super Lawyers and Rising Stars© has recognized a total of 35 Verrill attorneys for excellence in their individual areas of practice. Only the top...

Event

Understanding Your Fiduciary Responsibilities Under ERISA

Employers have long understood the importance of fiduciary compliance with respect to 401(k) plans and other retirement plans subject to ERISA, and most have sound processes and governance structures in place to ensure the...

Event

2021 Employment Law Annual Update Series: Part Five

Join us for the fourth part of our 2021 Employment Law Annual Update! The virtual series will continue through the year on the third Thursday of each month . This year, we are taking...

Blog

Identifying Plan Assets in ERISA Health & Welfare Plans

Last month, we advised readers of this blog to consider efforts to formalize the fiduciary governance of their health and welfare benefit plans. In that post , we described some of the reasons that...

News

Verrill Welcomes Highly Experienced Employee Benefits and Executive Compensation Partner, William D. Jewett

(January 11, 2021) – Verrill is pleased to welcome attorney William D. Jewett to the firm as a partner in the Employee Benefits & Executive Compensation Group, resident in the firm’s Boston, Massachusetts office...

Contact Verrill at (855) 307 0700