ESG and Benefit Plans: Key Takeaways from the DOL's Final ESG Rule

After many months of waiting, the US Department of Labor (DOL) has issued a final regulation revising earlier guidance on whether and how ERISA plan fiduciaries may consider environmental, social, and governance (ESG) factors in investment decision making and proxy voting.
The ruling arrives at a time of increasing interest in and scrutiny of the use of ESG in ERISA plan fiduciaries and follows more than 25 years of back-and-forth from the DOL on whether and how ERISA plan fiduciaries can apply ESG in accordance with their fiduciary duties.
Please join us for this presentation covering the final rule and exploring what is to come for ERISA plan fiduciaries, advisors, and asset managers grappling with the application of ESG to ERISA plan investing.
Credit
CLE credit in CA, CT, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval.
Questions
Please contact Kathryn Bohn.