Considering Socially Responsible Funds as 401(k) Investment Options: Managing Fiduciary Risk

Source: Joshua J. Waldbeser and Heather B. Abrigo, Journal of Pension Benefits, Vol. 25, No. 1, Autumn 2017
(subscription required)

This article examines the requirements and standards of conduct associated with social investments in ERISA plans with an emphasis toward reducing risks and protecting participants’ interests.