Retirement plans for mission driven organizations

Springfield, Massachusetts

United States

About Social(k)

Established in 2005, Social(k) has been bringing Environmental, Social and Governance screened investment options to retirement plans for over 10 years. It’s been their mission to provide people with the choice to invest their money in companies that value social and environmental responsibility alongside profitability.

Social(k) offers: Institutional Pricing, Exchange Traded Funds and Separate Accounts for ESG screened investment options alongside traditional funds for low-cost investments. They also provide plan design consulting at the beginning with no fees incurred until a contract for service is signed.

Social(k) employs three record keepers to accommodate different plan sizes and complexity. They include a wider range of account types including Solo(k), IRA, SIMPLE IRA and SEP, 401(k) 403(b), 457, Cash Balance, Profit Share and Safe Harbor and a broader range of additional services to manage larger plans and integrate with your suite of HR benefits.

Becoming a Founding B Corporation was an easy decision for Social(k). Our company mission statement and goals are perfectly aligned with those of a B Corp.

The Change We Seek®

Social(k) works with sustainable and responsible businesses to allow employees to invest with principle and avoid mutual funds that hold companies they would rather not own. Social(k) offers Environmental, Social, and Governance - ESG, screened funds and Exchange Traded Funds - ETFs, from dozens of fund companies. Pax World, Portfolio 21, Appleseed, Green Century, Parnassus, Community Capital Management, Everence and Calvert are a few.

  • If you operate a mission-driven organization, for profit or non-profit, we are the only mission-aligned option when it comes time for a retirement plan that matches your organizations philosophy. Social(k) is low cost, open architecture, fully bundled paperless platform.
  • SRI funds use both positive and negative "screens" within the context of rigorous financial analysis. Positive means the companies in the fund may support alternative energy, or have a strong record on human rights and labor issues among others, while negative screens may exclude companies involved with alcohol, cigarettes, guns, or nuclear power as well as those with egregious human or labor rights or environmental problems. The company uses these screens to eliminate unlikely companies immediately and shifts its focus to evaluating and selecting only the most responsible companies for its portfolios.

What makes us a better company?

B Impact Report

Certified since: 

April 2012

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: 80% of investments in socially responsible retirement plans - nearly 200 options

Environment: More than 3/4 of office supplies come from recycled materials, >50% of carbon inventory offset

Community: Donates 8.5% of profits to charity; >40% of expenditures directed toward local suppliers, 20-30% of suppliers located in low-income communities


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