401(k) Impact

Tailored 401(k) Plans: Reflect your Mission Through Retirement Benefits

  • Is your current 401(k) resonating with your mission?
  • Interested in making your organization’s 401(k) more sophisticated and values
    aligned, while reducing costs?

 Is your 401(k) a true reflection of your organization’s values and mission? Elevate your retirement plan to one that not only secures futures but also embodies the principles your organization stands for. With our guidance, transform your 401(k) into a sophisticated, value-aligned strategy that enhances your impact while optimizing costs.

Navigating the complexities of retirement plans can be daunting. At BSW, we unlock the secret to a standout 401(k): a strategic blend of cost-efficiency and meaningful impact. We align our approach with your commitment to growth and responsibility, ensuring your retirement plan mirrors your organizations’ ethos and aspirations. 

We offer transparent pricing and exclusive access to sustainable and responsible investments opportunities – options that set us apart from conventional providers. Our aim is to simplify the process, making it as straightforward and effective as possible for you. In partnership with your team, we tailor and implement a 401(k) plan that smartly encapsulates your strategic objectives, unique culture and core values. 

Join a community of forward thinking organizations – from B Corps and vibrant startups to trailblazers in the outdoor, clean energy and biotech sectors – paving the way for a sustainable future. Let BSW elevate your retirement planning, turning it into a powerful expression of your values and vision.

What kind of future are you building?


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“Fair and Balanced” Disclosure

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances.

It is important to understand that utilizing ESG-specific investments and investments that BSW perceives to have an intentional or measurable impact, does not guarantee that investment selections will align with specific sustainable values that you may have, but will instead be invested in accordance with BSW’s criteria for investment selection. ESG scores and ratings may differ from one investment to another. It is important to note that how a firm and/or portfolio manager analyzes and identifies ESG factors may not reflect how another firm and/or manager does respective research.

Further, the underlying holdings of pooled ESG investment vehicles may or may not offer the same level or scope of ESG information as other companies and, therefore, data may not be consistent across the board. As a result, some investments may not capture sustainable concepts with 100% accuracy. Therefore, we may rely on portfolio or fund managers to establish their own system of ranking and sustainable factors in coordination with their mandate.

Utilizing ESG-specific investments does not guarantee a certain level of performance. The investment universe of ESG-related investment vehicles is by nature narrower in scope and therefore your investment options may be limited. Further, by narrowing the scope of investment options you may or may not be missing out on an opportunity or sector that could contribute to overall performance. ESG-mandated investments may have a higher expense ratio than traditionally managed investment vehicles.

Third party rankings and recognition should not be construed as a guarantee of a particular outcome nor form the sole basis for the selection of an adviser. Unless otherwise specifically indicated, BSW did not pay a fee for inclusion in the award/ranking.

Past performance does not guarantee future results. All investing comes with risk, including risk of loss.