Green Retirement, Inc.

Retirement Plan Consulting, Financial Planning

Alameda, California

United States

About Green Retirement Plans

Green Retirement Plans helps businesses, nonprofits and their employees harness the power of their retirement plan assets for good. They see themselves as conduits for the flow of capital from these retirement accounts into sustainable and responsible investments that are directed to rigorously scrutinize socially responsible companies.

Green Retirement Plans specializes in setting up small business 401(k), nonprofit organization 403(b), and individual IRA plans that include sustainable and socially responsible investments to help achieve your retirement goals. They are a specialist in retirement planning trusted for their professional knowledge and experience, respected for their social responsibility and environmental sustainability practices, and dedicated to community building and effecting positive change.

We are committed to working toward a more sustainable economy and a more just society. Being a B Corporation means formally recognizing this commitment in the structure of our business. We also became a B Corporation because we are excited to be part of a group of business owners that possess the same values as we have, and advocate and practice those values in the way they do business. We are inspired yet constantly challenged and encouraged to do better by our association with these outstanding visionaries.

The Change We Seek®

We seek to change the way companies and employees view their retirement plans. These plans are more than just a mere employee benefit, they have the potential to influence capital markets.

When businesses choose to include socially responsible investments in these plans, they are making a conscious choice to provide funding to companies that practice sustainability and corporate responsibility. They are directing a flow of capital to these companies, thereby creating more positive social and environmental impact. Retirement plan assets are transformed into a powerful tool that businesses can use to further their mission. Employees who understand and recognize the value of the change that they are effecting are more empowered and inspired.

Securities and advisory services offered through SII Investments Inc. member FINRA, SIPC., a Registered Investment Advisor. Green Retirement Plans, Inc. and SII are separate companies.

What makes us a better company?

B Impact Report

Certified since: 

December 2007

Company Score

Median Score*



The Environment section of the Assessment evaluates a company's environmental performance through its facilities; materials, resource, and energy use; and emissions. Where applicable, it also considers a company's transportation/distribution channels and environmental impact of its supply chain. This section also measures whether a company's products or services are designed to solve an environmental issue, including products that aid in the provision of renewable energy, conserve resources, reduce waste, promote land/wildlife conservation, prevent toxic/hazardous substance or pollution, or educate, measure, or consult to solve environmental problems.



The Worker section of the survey assesses the company's relationship with its workforce. This section measures how the company treats its workers through compensation, benefits, training, and ownership opportunities provided to workers. It also focuses on the overall work environment within the company through management/worker communication, job flexibility and corporate culture, and worker health and safety practices.



The Customers section of the Assessment measures the impact a company has on its customers. The section focuses on whether a company sells products or services that promote public benefit, and if those products/services are targeted towards serving underserved populations. Questions in this section will measure whether a company's product or service is designed to solve a social or environmental issue (e.g. improves health, preserves environment or creates economic opportunity to individuals or communities, promotes the arts/sciences, or increases the flow of capital to purpose-driven enterprises).



The Community section of the survey assesses a company's impact on its community. The Community section evaluates a company's supplier relations, diversity, and involvement in the local community. The section also measures the company's practices and policies around community service and charitable giving. In addition, this section includes if a company's product or service is designed to solve a social issue, including access to basic services, health, education, economic opportunity, arts, and increasing the flow of capital to purpose-driven enterprises.



The Governance section of the Assessment evaluates a company's accountability and transparency. The section focuses on the company's mission, stakeholder engagement, and overall transparency of the company's practices and policies.

Overall B Score

80 out of 200 is eligible for certification

*Of all businesses that have completed the B Impact Assessment

*Median scores will not add up to overall

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Company Highlights: 

Consumers: social and environmental progress of portfolio reviewed annually; minimum bar for social and environmental performance set in order to receive investment; 100% minority owned; 50% woman owned

Community: 100% minority owned; 50% woman owned; 5% of time and 10% of profits donated to charities; >40% of suppliers meet third party social & environmental standards; >10% of suppliers in low income communities;

Environment: Energy conservation methods such as daylight timers, energy star appliances utilized; >75% recycled office supplies; Policy to minimize corporate travel

Governance: Social and environmental performance of portfolios reviewed annually

2014 Best for the World Overall Honoree



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