How Sustainable Is Your 401(k) ?
Educating + Engaging Your Employees to Seek Human Impact + Profit
With HIP Investor’s partner, the More Value + Profit (MVP) program, the “Know What You Own” 401(k) program can educate employees on the overall sustainability of current plan offerings, and engages them to pursue more positive impact in their portfolios.
BENEFITS for Your Firm, Your Employees & Their Portfolios
Applying HIP Ratings + MVP Education to your 401(k) plan can benefit your firm, your staff and their portfolios:
Highlight information that is meaningful to employees on the sustainability of each fund choice, as well as its future risk and return potential.
Increase the potential for higher participation rates and contribution amounts, for staff who care about sustainability in their investment choices.
Promote sustainability inside your business more credibly and confidently, which can spur closer relations with customers and suppliers who are holdings in your 401(k).
Sample 401(k) Fund Choices
HIP Investor Founder and CEO, Paul R. Herman, is an internationally recognized expert in impact investing. Herman invented the “HIP = Human Impact + Profit” ratings system in 2004. His landmark book, The HIP Investor: Make Bigger Profits by Building a Better World is published by John Wiley & Sons, swiftly became a top 20 business book bestseller in April 2010 for Inc. magazine / 800ceoRead.com, and is now integrated into 24 university curricula for MBAs, MPAs and undergraduate students.
Herman’s financial expertise began with his Wharton School finance degree and corporate advising at McKinsey & Co. developing incentive regulation for energy companies and regulators. Paul’s strategic advisory and implementation leadership for Fortune 500 corporate clients and government continued at CSC Index. At eBay founder Pierre Omidyar’s Network, Paul designed investment strategy that also enabled high human impact, including venture-backed growth companies. Paul led Ashoka.org’s fundraising and partnerships as Chief Development Officer globally, expanding its donations and entrepreneurial networks.
The “Know What You Own” 401(k) Program is offered in partnership with Joy Pettirossi-Poland, MS, Senior Advisor, HIP Investor Inc. Joy is the creator of the MVP™ (More Value & Profit) Program designed to help CPA’s, wealth advisors and business owners create more profitable and sustainable businesses.