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Social(k) has partnered with ExpertPlan to provide a groundbreaking paperless retirement platform for 401(k) and profit sharing plans. Our goal is to offer a broad selection of SRI mutual funds for companies to choose from.

Social(k) provides over 2000 funds for companies and their financial advisors to choose from. Included in these funds are Socially Responsible funds, Judeo Christian funds and traditional funds; which include actively managed funds, index funds, and lifestyle funds. You and your advisor can select an appropriate menu of funds suitable for your company and your employees.

Social(k) is committed to working with companies looking to make a positive impact to the local and global communities we all share. We strive to run our business in a sustainable way and have committed to donating 8.5% of pretax gross profits to causes we believe in. Currently we are making an annual donation to Spikenard Farm & Bee Sanctuary. This has allowed us to be a proud member of 1% For The Planet.

If your company has a sustainable and responsible work ethic consider Social(k) for your retirement plan assets.

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Choosing a Retirement Solution for Your Small Business
Sustainable Investing Explained
Revising Your 403(b) Through Social(k)
Why We Give Away Bee Hives
About ExpertPlan
Summary of Services
Consulting Services for Plan Sponsors & Financial Professionals
Benchmark Sample Report
Social(k) print advertisement
Exchange Traded Funds
Social(k) Solo(k)
Social(k) Pricing
Social Investment Forum Report
Green Money Journal 15Th Anniversary Issue
SRI Metamorphosis for 401(k) Performance

 

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