Green Retirement, Inc. is a California-based retirement advisory firm that helps businesses, nonprofits and individuals align retirement savings with environmental and social values. Founded in 2006, the firm specializes in designing and managing 401(k), 403(b), IRA and other retirement plans with an emphasis on fossil-free and sustainable investment options and on improving plan transparency and fees so participants can ‘retire with dignity.’
Promotes sustainable and socially responsible investing in retirement plans, divestment from fossil fuels, greater transparency and fee-efficiency in 401(k)/403(b) plan design, stronger fiduciary standards for plan advisers, and legal recognition/support for benefit corporation and stakeholder-oriented corporate governance.
Primarily fee-for-service revenue from retirement plan advisory, asset-management and plan-administration fees paid by plan sponsors and individual clients.
Co-founders/lead advisers Timothy Yee and Rose Penelope Yee, B Lab (Certified B Corporation network), Bay Area Green Business Program
Private benefit corporation (Certified B Corporation; investment advisory firm)
