ESG Stewardship for Defined Contribution Plan Fiduciaries

May 11, 2017 | Linsey Schoemehl Payne, Chief Compliance Officer, Managing Partner

Defined contribution plans have increasingly adopted features that encourage participation and retirement readiness — from automatic enrollment to target date funds. Consideration of environmental, social and governance issues within defined contribution plans has also gained momentum as a way for plan sponsors to engage participants and mitigate risks for the investor. Plan sponsors are now challenged with determining whether to incorporate ESG considerations into the stewardship of defined contribution plans — and how to best go about doing so.

Please join us for the third webinar in our defined contribution guidance series, a discussion on ESG stewardship. This session will cover key topics from our recently published paper, Bracing for Impact: How to Prepare for the Next Generation of Defined Contribution Plans.

Attendees will be briefed on:

  • ESG issues and relevance
  • Clarification of fiduciary duties
  • Materiality of ESG factors
  • Demographic shifts — the rise of millennials
  • Getting started with ESG
  • Top 5 reasons to add ESG to DC plans


Live Webinar – Wednesday, May 24, 2017 – 1:00-1:45 PM CT

Presenters: Linsey Schoemehl Payne, Vice President; Courtney Hugger, Client Analyst

Who should attend: Defined contribution plan sponsors, investment managers

Please contact us for access to this video.

Linsey Schoemehl Payne
Chief Compliance Officer, Managing Partner

Get to Know Linsey

The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.

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