Please join us for our September Luncheon!

We will discuss the recent proposed regulation surrounding ESG funds, and compliance assistance release pertaining to Crypto Investments in qualified plans. 

ESG

• Pecuniary Factors
• Three ESG Factors that may be included in fiduciary’s analysis of ESG funds
• Elimination of the prohibition of QDIAs that consider ESG factors

Crypto Investments

• What does the warning to retirement plan fiduciaries to “exercise extreme care” mean?
• Discussion around the five areas of concern facing retirement plan’s investment in cryptocurrency
• If I offer a brokerage window, does that apply to this guidance?

We are excited for this opportunity to dine and network. Register today!

September Meeting: ESG & Cryptocurrency in Retirement Plans

Date: Friday, September 16, 2022

Time: 12:00pm MST

Larson & Company
11240 South River Heights Drive, Suite 300
Salt Lake City, UT 84095

Members are free, and the fee for guests of members is $25. Non-members are welcome, and the $40.00 fee can be paid online with a credit card or at the door by check or cash. Please RSVP by 4:00 p.m. on September 14, 2022, to ensure we have space available for you.

If you require any assistance or would like to notify us of your dietary restrictions, please do not hesitate to contact us at info@wpbcsaltlake.org. If you know someone who may be interested in attending our meetings, please feel free to forward this email.

Western Pension & Benefits Council, Salt Lake Chapter
ATTN: Stephanie Fawson
19 East 200 South | Suite 1000
Salt Lake City, UT 84111