Senior Partner Jerry Schlichter Quoted by The New York Times in Article about Socially Responsible Investment Funds

In Friday’s edition of ‘Your Money’, New York Times columnist Ron Lieber makes the case for adding funds dedicated to environmental, social, and government issues (“E.S.G. funds”) to workplace retirement plans.

Lieber quoted Schlichter Bogard & Denton senior partner Jerry Schlichter, who recommends that employers considering adding E.S.G. funds to their portfolio exercise caution and take an “augment-but-do-not-replace approach.” To read Mr. Schlichter’s suggestions and the article in its entirety, click here.

Schlichter Bogard & Denton filed the first 401(k) excessive fee case fourteen years ago. We are proud to continue building our legacy of safeguarding American’s retirement assets.  For additional information about Schlichter Bogard & Denton, please contact us at 800-873-5297 or