OverviewSuggest Edit

    Social(k) has over 500 Environmental, Social or Governance, ESG, screened mutual funds and ETFs, all no load, alongside over thousands of tradition mutual funds covering all investment styles. Our mission is to offer employees, and employers, investment options that compliment the values built into the organizations DNA. Teach people about long term investing through retirement plans.
    HQSpringfield, US

    Latest Updates

    Employees (est.) (Jan 2017)56

    Social(k) Office Locations

    Social(k) has an office in Springfield
    Springfield, US (HQ)
    Springfield, MA, USA
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    Social(k) Financials and Metrics

    Summary Metrics

    Founding Date


    Social(k) Online and Social Media Presence

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    Social(k) Blogs

    Green America Webinar: Responsible Retirement Planning for Small Business

    Responsible Retirement Planning for Small Business If you’ve been meaning to set up a retirement plan for your employees or yourself, now is the time to do it in a way that reflects your business’ commitment to people and the planet. Your investments CAN reflect your values. Join this webinar to lea…

    Funds Say Climate Change Is Now Part of Their Investing Equation

    Investing with climate change in mind is increasingly seen as a way to earn the highest returns and avoid risks. By Georgi Kantchev and Sarah Kent Wall Street Journal, June 10, 2019, 10:09 p.m. ET Abu Dhabi’s $800 billion sovereign-wealth fund recently added a new question to its investment process:…

    Acting on ESG Principles

    Fiduciaries need more to drive selections than a wish to change the world. By John Keefe Investment Focus Published in PLANSPONSOR APRIL/MAY 2019 Investing to achieve environmental and social goals gets numerous headlines these days, with a particular focus on fossil fuels, carbon footprints, and cl…

    HSAs Shine Brightly in the Retirement Savings Universe

    Published In April 2019 In the universe of retirement options, there are a lot of bright stars—401(k)s (and their nonprofit and public-sector counterparts, 403(b) and 457 plans), IRAs, and Roth 401(k)s and IRAs. And while each of these retirement savings options offers its own distinct advantages, s…

    Talent wins every time

    100 kids against three Japan internationals … who wins? The three professional players took on an opposition of school kids. Talent wins every time. Social(k) is ESG/ERISA Talent. Let us figure out a plan. Social(k) offers hundreds of investments using Environmental, Social, and Governance, (i.e. ES…

    ESG in ERISA plans: from “nice to have” to fiduciary obligation

    4/22/2019 Rob Thomas, President, Social(k) ESG-factor-based investing – using environmental, social, and governance considerations in the investment selection process – may not be a household name quite yet. But it’s been around long enough to have an impressive 15-year track record. According to 3/…
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    Social(k) Frequently Asked Questions

    • When was Social(k) founded?

      Social(k) was founded in 2005.

    • How many employees does Social(k) have?

      Social(k) has 56 employees.

    • Who are Social(k) competitors?

      Competitors of Social(k) include Impact Investment Group, Goldfarb Financial and Earth Equity Advisors.

    • Where is Social(k) headquarters?

      Social(k) headquarters is located at Springfield, MA, USA, Springfield.

    • Where are Social(k) offices?

      Social(k) has an office in Springfield.

    • How many offices does Social(k) have?

      Social(k) has 1 office.