B Impact Report

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Social(k)

Retirement plans for mission driven organizations
Certified Since: April, 2012
Location: Springfield, Massachusetts, United States
Sector: Service with Minor Environmental Footprint

Overall B Impact Scoreinfo_outline

86.5

The B Impact Scores are being compared against all businesses that have completed the B Impact Assessment

Established in 2005, Social(k) has been bringing Environmental, Social and Governance screened investment options to retirement plans for over 10 years. ItÕs been their mission to provide people with the choice to invest their money in companies that value social and environmental responsibility alongside profitability.

Social(k) offers: Institutional Pricing, Exchange Traded Funds and Separate Accounts for ESG screened investment options alongside traditional funds for low-cost investments. They also provide plan design consulting at the beginning with no fees incurred until a contract for service is signed.

Social(k) employs three record keepers to accommodate different plan sizes and complexity. They include a wider range of account types including Solo(k), IRA, SIMPLE IRA and SEP, 401(k) 403(b), 457, Cash Balance, Profit Share and Safe Harbor and a broader range of additional services to manage larger plans and integrate with your suite of HR benefits.

Impact Area Scoresinfo_outline

Previous Overall B Impact Scores