Periagoge
Scenario

When business partners disagree on ESG-only retirement plans

My business partner wants our company's 401k to only offer ESG investment options but I'm worried about limiting employee choice and potential liability if the funds underperform. We built this company on shared values but this decision is making us realize we might not agree on how far those values should extend into employee benefits.

More people experience this than they realize.

What we've seen

Two founders are discovering that shared company values become complex when they intersect with fiduciary responsibility and employee autonomy.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Socially responsible investing?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.