A growing number of plan participants are not only looking for attractive performance from their investments but also want their investments to incorporate socially sustainability criteria. Driven by enhanced participant interest, favorable regulatory guidance, and product developments, plan fiduciaries are increasingly interested in incorporating environmental, social, and governance (ESG) considerations within corporate retirement plans.
To help plan sponsors understand and navigate the world of socially responsible ESG investing, our speakers; Jae Kim and Rick Ferguson, will discuss:
Thursday, June 21, 2018
8:00 – 8:30 am – Registration & Continental Breakfast
8:30 – 10:00 am – Program
201 California Street
Building Conference Room Suite 250
San Francisco, CA 94111
FREE – This event is underwritten by Neuberger Berman and Marsh & McLennan Agency. (In-person attendance is limited to 30 attendees.)
Please click here to register.
By Monday, June 18, 2018
Rick Ferguson, (415) 230-7202,firstname.lastname@example.org.
Senior Vice President
Jae Kim is a Client Advisor in the Retirement Sales and Sub-Advised Group and is responsible for Defined Contribution Investment Only sales. Prior to joining Neuberger Berman, he was with Standard Retirement as a pension consultant. He began his career at Principal Financial Group as internal sales support and later worked as director of sales in retirement and investor sales. He has over nineteen years of industry experience. He received a BS in Business Administration with a focus in Finance from California State University, Northridge.
Rick Ferguson, AIF, CEBS
Marsh & McLennan Agency
Rick Ferguson holds a Bachelor of Science degree from Western Illinois University, Series 7, 63, 66, and 24 licenses through the Financial Industry Regulatory Authority (FINRA), is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor Representative, and is an Accredited Investment Fiduciary (AIF®).