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By shifting a client's perspective — helping them look at health benefits as a workforce investment, not just a hit to the bottom line — benefits advisors can become a trusted partner to their clients and win more business.

"Our strategy is to send a message to other insurance companies that they have an obligation to pay under those statutes," said Steven Adler, a partner at Mandelbaum Barrett.

While the latest DOL ruling on ESG implementation in retirement plans is an enormous step forward, more guidance is needed. However, there are several approaches and options that are essential for plan sponsors to keep in mind.

United has pocketed billions of dollars in "savings" fees since it began the initiative in 2016, according to the complaint.

Little in the way of new legislation is expected to emerge from the halls of Congress over the next two years, but that doesn't mean employers can turn a blind eye to the happenings in Washington.

National, state and local rules may continue to change, but employers need to be aware of regulatory changes and consult with their broker, compliance team and other trusted advisors.

As recent major regulatory developments in the SEC and DOL will likely shape sustainable investing for years to come, the Forum for Sustainable and Responsible Investment released its latest findings.

It's time to do a top-to-bottom review, taking a holistic approach that enables employers and advisors to check the overall health of the plan and gauge how prepared it is to deal with changes.