Green American,

If you are lucky enough to participate in a 401(k) plan at your workplace, it’s probably your largest investment. And it’s long term – hopefully you can allow your nest egg to grow for many years.

That means the investments in your retirement plan need to be climate smart – yet most workplaces offer few to no sustainable options in their 401(k) plan.

Want to change that? Our new Plan for a Better Future guide will show you how.

DOWNLOAD THE GUIDE

A recent report by the Morgan Stanley Institute for Sustainable Investing found that 84% of individual investors – including 99% of GenZ and 97% of Millennials – want sustainable investing options. Plan for a Better Future shows both employers and employees how to add socially and environmentally responsible funds to a workplace’s retirement plan.

For employees, the guide goes through 10 steps:

1. Educate yourself about socially responsible investing.

2. Identify co-workers who share your interest.

3. Form a group to discuss your goals, needs, and questions.

4. Evaluate the options in your employer’s current retirement plan.

5. Schedule an introductory meeting with your HR person. Raise the issue, assess receptivity, and answer questions.

6. Find data on responsible investing and identify potential fund options and plan advisors.

7. Share what you’ve learned with your HR person and find out your employer’s decision-making process.

8. Invite experts and advisors on socially responsible investing to speak to your employer as needed.

9. If your employer is receptive, work with them on next steps to add responsible options to your retirement plan.

10. If your employer is not immediately receptive, don’t give up. Continue to educate employees and find out when to bring it up again.

DOWNLOAD THE GUIDE

Choosing socially responsible funds for long-term investments such as a retirement plan is a key part of the green economy. It lets employees align their financial goals with their values, and helps employers strengthen employee morale and retention.

Your investments make a difference for people and the planet. Download Plan for a Better Future today.

Yours for a green economy,

..................

Cathy Cowan Becker
Responsible Finance Campaign Director
Green America

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