Watch: Is Your Company’s 401(k) Plan Aligned with Your Values?

Thursday, July 23, 2020
2:00 PM 3:00 PM 14:00 15:00

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This event was hosted by As You Sow and ImpactPHL

There are currently 110 million U.S. employees with $8.4 trillion invested in corporate retirement plans and demand for values-based investment options is on the rise. However, it is often the case that the investment options in the company-defined 401(k) are often not in alignment with the company's stated values and sustainability goals. The good news is that there are now free, online resources (like As You Sow’s Invest Your Values tool) that make it easy to evaluate your company’s retirement plan from a social and environmental perspective. This session will help you identify any misalignment and provide guidance for making changes that better align with your values.

Who should attend this meeting?

CEO’s, CFO’s, HR Directors, Retirement Plan Administrators, corporate attorneys, board members, investment professionals, and anyone else involved in decisions involving company-defined retirement plans.

Our presenter for this session is Andrew Behar, CEO of As You Sow. Founded in 1992, As You Sow is the nation’s leading non-profit practitioner of shareholder advocacy and engagement. As You Sow uses shareholder power, to change corporations for good — engaging corporations; educating individual and institutional investors about proxy power; and promoting alignment of investments with values. Andrew is on the board of the US Forum for Sustainable and Responsible Investing (US-SIF); the advisory boards of Real Impact Tracker and 1-Earth Institute and has written the book, The Shareholders Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable.

Our moderator, Michael Cosack, is a Principal of ImpactWise LLC and helps institutional money managers, consultants and trustees explore, create and implement innovative impact investment strategies and solutions. Michael has spent over twenty years advising the trustees on the investment and fiduciary responsibilities regarding their institutional funds.