
Social(k)
Social(k) is a retirement plan provider focused on offering sustainable and socially responsible investment options for individuals and businesses.
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Social(k) is a company specializing in retirement plan administration for businesses and individuals, with a unique focus on environmentally and socially responsible investing. They offer a wide array of Environmental, Social, and Governance (ESG) screened investment options, allowing clients to align their investments with their values and create a more sustainable future. Social(k) has been operating for over fifteen years and has helped over 7,500 people working for 400 organizations invest over $300 million in responsible companies.
Social(k) provides guidance to mission-driven businesses seeking to understand and implement retirement plans. They work with HR and finance teams to explain plan options and design a customized approach that fits the company's specific needs. Social(k) also collaborates with a network of partners, including record keepers, TPAs, and fiduciaries, offering a range of services and expertise to support their clients' retirement plan needs.
Benefits
Social(k) offers a variety of employee benefits, including a 401(k) plan with ESG-screened investment options, a Health Savings Account (HSA) with ESG investments, and the opportunity to align personal investment values with company-wide retirement plans. The company also offers a strong emphasis on sustainability and social responsibility through their membership in B Corporation, 1% for the Planet, and other organizations. Social(k) aims to create a positive work environment where employees feel valued and supported, while also contributing to a better future.
Mission
Social(k) is a retirement plan provider that prioritizes Environmental, Social, and Governance (ESG) investing. Their mission is to empower individuals and organizations to invest their retirement funds in companies that prioritize social and environmental responsibility alongside financial success. They offer a variety of retirement plan options, including 401(k), 403(b), IRA, Roth IRA, and more, all with a focus on sustainable and responsible investing. Social(k) believes that investing with your values can create a brighter future for both your retirement and the planet.
Culture
Social(k) promotes a culture of conscious capitalism, prioritizing social and environmental responsibility alongside continued profit growth. The company values transparency, collaboration, and innovation in creating a safe, just, and sustainable world for its employees and clients. They are actively involved in various social and environmental initiatives, including being a founding member of B Corporation, 1% For The Planet, and Slow Money. Social(k) aims to foster a workplace that embraces sustainable business practices and encourages employees to invest their values, ultimately contributing to a brighter future for all.
DE&I
Social(k) is committed to diversity, equity, and inclusion, prioritizing the hiring and promotion of individuals from underrepresented groups, including women, people of color, and LGBTQ+ individuals. Their commitment extends to their work with clients, with a focus on providing equitable access to retirement planning and investment opportunities for all, regardless of background. Social(k) actively seeks out and partners with local and minority-owned businesses for goods and services, and has a strong record of donating to and supporting various social and environmental causes.
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