Rob Thomas, president of Social(k)

May 5, 2008 -

What: Rob Thomas, president of Social(k), the nation's most diverse socially responsible retirement platform, will speak on the "Socially Responsible Investing: To Profit with Principles" panel at a seminar hosted by the Simmons School of Management Net Impact Chapter in Boston, MA.

Thomas will discuss the fundamental premise of SRI screened funds in general and socially responsible retirement investing in particular. In 2007, there were over $2.7 trillion in socially responsible investments in the U.S., representing one out of every nine dollars invested, according to a recent report by the Social Investment Forum.

Also speaking on the panel are:

Sujatha Avutu, Pax World Women's Equity Fund manager

Natasha Lamb, Trillium Asset Management SRI researcher

Dr. Indra Guertler, Simmons College School of Management assistant professor (moderator).

(Note: Pax World Women's Equity and Trillium Asset Management funds are two of the 150 screened funds making up the Social(k) platform.)

When: Monday, May 12, 2008. Reception 5:30 - 6 p.m. Presentation 6 - 7 p.m.

Where: Simmons College School of Management in Boston, 409 Commonwealth Avenue, Boston, MA 02215.

Contact: Sandra Marquardt, On the Mark Public Relations, 301-592-0077

Background:
Since its founding in late 2005, Social(k) now holds over 23 million dollars in assets. Sustainable businesses and non-profits with a sustainable mission statement realize that it makes sense to offer a 401(k) plan that offers more than the usual 1-2 socially screen funds. Social(k)'s paperless platform, with over 150 socially responsible funds and close to 2000 traditional funds, has become the favored choice for these businesses and organizations.

Net Impact is a national organization committed to integrating social responsibilities and values into business. Simmons College has a strong focus on social responsibility as well as entrepreneurship, with both topics the focus of its School of Management program.

Social(k)

Social(k)

Social(k) is a retirement plan platform with over 200 Environmental, Social and Corporate Governance, ESG, screened funds, rather than the usual one or two. In addition Social(k) offers over 2000 traditional funds to provide employees greater choice when determining portfolio mix. Social(k) is the first choice for mission driven organizations operating in a sustainable manner. Social(k) works with your existing advisor or we can refer someone from our network of over 500 advisors. Whether you have a plan or are just looking to offer one let us show you how we offer a sustainable investing advantage to your employees.

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