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Social(k) President Addresses SRI Retirement Investing at UBS-U.S. Green Building Council Colorado Meeting in Denver June 18

Social(k) President Addresses SRI Retirement Investing at UBS-U.S. Green Building Council Colorado Meeting in Denver June 18

Published 06-16-08

Submitted by Social(k)

DENVER, CO,. - June 16, 2008 -
What: Rob Thomas, president of Social(k)
(www.SocialK.com) , will address socially responsible retirement investing at a lunchtime forum for the U.S. Green Building Council Colorado Chapter’s "100 Friends of Colorado" corporate partners. The event is co-hosted by UBS Financial Services. Members of the media are invited, but an RSVP is requested (see below).

Other panelists are: Bill Hairgrove, Regional Vice President, Calvert; Jason Inglis, Senior Vice President at DWS-Scudder; Joshua Landess, Co-Creator of the WilderHill Clean Energy Index; Gary Rozier, Vice President, Ariel Investments. The moderator is David Siebert, Account Vice President, UBS Financial Services.

Later that afternoon, Thomas will address both socially responsible retirement investing and changes to 403(b)(1) retirement plan regulations at a Social(k)-hosted gathering with representatives from many of the 27 organizations housed in The Alliance Center’s LEED-certified office.

Following the presentations, Thomas will attend the LOHAS (Lifestyles of Health and Sustainability) conference in Boulder, CO June 18-21, 2008.

When: Wednesday, June 18, 2008 from 11 a.m. to 1 p.m.

Where: The Wynkoop Brewery, 1634 18th Street, Denver, CO 80202. Tel: 303-297-2700. The Alliance Center is at 1536 Wynkoop Street, Denver, CO 80802

Contact: Sandra Marquardt, On the Mark PR, 301-592-0077. Members of the media - please RSVP to Deb Kleinman, Executive Director, U.S. Green Building Council Colorado Chapter, (303) 454-3391 or deb@usgbccolorado.org.

Background: Social(k) (www.socialk.com) is the nation's most diverse socially responsible retirement platform, offering more than 150 screened socially responsible funds and over 2000 traditional funds to choose from. The number of clients on the Social(k) platform grew 186 percent in 2007 alone. Clients include the Organic Trade Association, Honest Tea, New Resource Bank, Winslow Management Company, and Parnassus Investments.

By December 31, 2008, organizations (including schools) nationwide need to revise their 403(b)(1) retirement plans to add additional administrative duties. Less than one-third (32%) of employees have access to socially responsible funds as part of their retirement plans although more than two-thirds (68%) of employees say they would invest in such funds if they were available. Social(k) offers a paperless alternative that enables employees to profit with principle.

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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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