CHAPTER

13

How to Get Your Company to Offer Funds Aligned with Your Values

This chapter is based on the input and review of three experts in this area: R. Paul Herman, founder and CEO of HIP Investor,164 Rob Thomas of Social(k),165 and Timothy Yee of Green Retirement.166

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 ...

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