On May 20, 2021, the American Retirement Association wrote to Representative Suzan DelBene (D-WA, 1st) in support of the Financial Factors in Selecting Retirement Plan Investments Act. The bill clarifies ERISA fiduciary obligations so a plan fiduciary may consider ESG factors in the selection of retirement plan investments. (more…)
On May 10, 2021, the American Retirement Association wrote to Senator Tina Smith (D-MN) in support of the Financial Factors in Selecting Retirement Plan Investments Act. The bill clarifies ERISA fiduciary obligations so a plan fiduciary may consider ESG factors in the selection of retirement plan investments. (more…)
On August 6, 2020, the American Retirement Association wrote to the Department of Labor to comment on the proposed class exemption for investment advice for workers and retirees. In the letter, the American Retirement Association supports the application for an ERISA fiduciary standard for rollover advice, requests clarification of the application of the exemption for...
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