2018 DC Participant Insight Series: How Socially Responsible Investing and Taxes Impact Participants' Attitudes
How Socially Responsible Investing and Taxes Impact Participants' Attitudes addresses attitudes about socially responsibile investing among DC plan participants.
Defined contribution plan participants often depend mightily upon the savings they have in their DC plans, and worry about how outside economic influences impact those savings. When the new tax laws went into effect in December of 2017, participants wondered just how lower taxes for corporations would impact their own retirement plan performance. At the same time, as the population of plan participants changes, there is more interest in seeing plan investments aimed toward societal issues. A notable percentage of plan participants want their plan investments to be aimed at socially responsible investments or want the opportunity to point their plan investments in that direction.