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    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
    Cybersecurity ratingCMore

    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

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    Social(k) Cybersecurity Score

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    Social(k) Online and Social Media Presence

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    Social(k) Blogs

    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/…

    Podcast: ESG Advocacy and The Big Green 401k

    Social(k) Founder and principle, Rob Thomas, joins The 401k Study Group’s podcast this week as a featured guest. From the show notes: With the Big Green 401k on the move Rob Thomas, President of Social(k) stops by to chat about how Advisors can successfully navigate the space between ESG Investing a…

    Podcast: The Big Green 401k Is Here!

    Social(k) Founder and principle, Rob Thomas, joins The 401k Study Group’s podcast this week as a featured guest. From the show notes: A turnkey ESG/SRI 401k plan is here. Zack Demers from Pentegra Retirement Services stops by for the first in a series of podcasts on the Big Green 401k. Listen to the…

    2019 Could Be Banner Year for ESG in ERISA Plans

    Plan sponsors voice concern about a lack of uniform ESG data reporting and lingering regulatory uncertainty—but more and more continue to embrace the use of environmental, social and governance investing programs. By John Manganaro On April 23, 2018, the U.S. Department of Labor (DOL) published a Fi…

    Responsible Retirement Planning for Small Business

    Your investments can reflect your values. FREE WEBINAR 4/11 at 1:00 PM ET on Retirement Planning for Small Business. Whether you are interested in avoiding investment in fossil fuels and weapons, or in seeking investment in companies that advance women’s leadership and community development, there a…
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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 Foresters Group, North Berkeley Wealth Management and Kimpacto.

    • 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.