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Should You Offer ESG Funds In Your 401k?

Should You Offer ESG Funds In Your 401k?

by Robert C. Lawton | Oct 1, 2021 | Investments, Plan Sponsor Insights

Many 401k plan sponsors are considering whether ESG mutual fund investment options belong in their 401k plans. The following discussion takes a look at the factors to consider in deciding whether to add ESG funds to your plan.

Should You Offer ESG Funds In Your 401k?

Cryptocurrency Funds Are Too Risky For 401k Plans

by Robert C. Lawton | Aug 20, 2021 | Investments, Plan Sponsor Insights

Should the next change to your 401k plan be the addition of a cryptocurrency fund? A few recordkeepers have made it possible to offer a cryptocurrency fund in 401k plans. Here’s why I think adding a cryptocurrency fund is a bad idea.

Should You Offer ESG Funds In Your 401k?

Updating Your 401k Retirement Plan Committee’s Responsibilities

by Robert C. Lawton | May 15, 2021 | Fiduciary Compliance, Plan Sponsor Insights

The Department of Labor has expanded committee duties to improve cybersecurity safety.

Should You Offer ESG Funds In Your 401k?

Employer 401k Cybersecurity Responsibilities

by Robert C. Lawton | Apr 7, 2021 | Fiduciary Compliance, Plan Sponsor Insights

Protection of 401k plan participant balances against theft has become a major concern for all employer plan sponsors. What do plan sponsors need to do to meet 401k cybersecurity challenges? Read on to find out.

Should You Offer ESG Funds In Your 401k?

401k Plan Sponsors Should Consider Socially Responsible Investing Factors When Evaluating Funds

by Robert C. Lawton | Feb 19, 2021 | Investments, Plan Sponsor Insights

A recent survey found that 77% of millennials said socially responsible investing (SRI) factors — environmental, social and governance (ESG) — were the most important item they consider when making an investment decision.

Should You Offer ESG Funds In Your 401k?

Plan Sponsors Take Note: Age Of Index Investing Has Passed

by Robert C. Lawton | Feb 6, 2021 | Investments, Plan Sponsor Insights

Guess what, the best performing U.S. stock mutual funds in 2020 were actively managed. As employers consider what they should stress this year in their employee education sessions, they may wish to keep this trend in mind.

Should You Offer ESG Funds In Your 401k?

6 Reasons Why The Stock Market Is So High And 6 Reasons Why It May Crash

by Robert C. Lawton | Dec 8, 2020 | Economy, Investments, Plan Sponsor Insights

It is puzzling to many why U.S. equity markets continue to set record highs. Following are some thoughts on why this is happening.

Should You Offer ESG Funds In Your 401k?

Which Fiduciary Should Retirement Plan Sponsors Hire: 3(21) or 3(38)?

by Robert C. Lawton | Nov 6, 2020 | Fiduciary Compliance, Plan Sponsor Insights

Do you know the difference between 3(21) vs. 3(38) ERISA fiduciaries – and which is the right one to hire? Outlined below are the differences and my thoughts on which version of fiduciary adviser each type of plan sponsor should hire.

Should You Offer ESG Funds In Your 401k?

9 Changes Biden Should Consider To Improve 401k Plans

by Robert C. Lawton | Oct 9, 2020 | Plan Design, Plan Sponsor Insights

Among the finance-related proposals emerging in the presidential campaign, candidate Joe Biden has suggested various changes to America’s 401k retirement programs. He may wish to evaluate the 401k improvements listed below that I am suggesting based on my more than 30 years of working with hundreds of 401k plans.

Should You Offer ESG Funds In Your 401k?

How To Protect Your Employees From 401k Fraud

by Robert C. Lawton | Sep 11, 2020 | Fiduciary Compliance, Plan Sponsor Insights

Outlined in this post are two examples of 401k fraud litigation, followed by steps plan sponsors and employees can take to protect against 401k fraud.

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Robert C. Lawton, AIF, CRPS

Robert C. Lawton, AIF®, CRPS®, is the Founder and President of Lawton Retirement Plan Consultants, LLC (LRPC). Lawton is an award-winning 401k investment adviser and fiduciary compliance specialist with more than 30 years of experience working with retirement plans. LRPC specializes in bringing Fortune 500 solutions to small and medium-sized businesses in Illinois and Wisconsin.

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Contact Information

Robert C. Lawton, AIF®, CRPS®
Lawton Retirement Plan
Consultants, LLC

Direct: (414) 828-401k (4015)

Email: bob@lawtonrpc.com

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© Lawton Retirement Plan Consultants, LLC

Lawton Retirement Plan Consultants, LLC offers no tax, legal or accounting advice and any advice contained herein is not specific to any individual, entity or retirement plan, but rather general in nature and, therefore, should not be relied upon for specific investment situations. Lawton Retirement Plan Consultants, LLC is a Wisconsin Registered Investment Adviser and accepts clients outside of Wisconsin based upon applicable state registration regulations and the “de minimus” exception.