How to Get Your Company to Offer Funds Aligned with Your Values
You’ve used one of the transparency tools available to understand what you own, looked inside your employer-sponsored retirement plan mutual fund holdings, and have determined that you want to make some changes. So what’s next?
If your investments are in your employer-sponsored plan at work, it is possible to change what the plan offers, but it will take more effort than if you have a personal investment you control. You will need to engage the plan administrator to help find ...