Social Thread

Social Thread offers small businesses owners several options. In addition to helping you with your personal financial planning, savings and investment; we can set up a SEP, SIMPLE, or 401(k) for your business. Depending on the size of your firm and how much saving is planned we can help you find a solution. If you’re a solo entrepreneur, or a firm with 1,000 employees, we can scale a plan for you.

While we don’t offer banking, we do have cash management and reserve options including check writing and ATM access to brokerage accounts. This may help you diversify your cash holdings by opening up investment options such as; short-term high-quality bonds, CDs, community investments, money markets, mutual funds and ETFs. You should probably keep your operating capital at the bank, but your reserves may be appropriate for such an account.

Retirement Plans

Our finest platform for helping your company build an ethical 401(k) is Social(k). Social(k) is a paperless online plan that cost about $1,000 to set-up and $1,000 annually*. They offer many socially responsible mutual funds, in addition to hundreds of others (including Vanguard)**. You can read about it at www.socialk.com

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Sample Fund Line-up for an ALL SRI plan

Pax World Women’s Equity Inv
Domini Social Equity Inv
Parnassus Fixed-Income
Winslow Green Growth
Domini European Social Equity Inv
Pax World High Yield Inv
Calvert Aggressive Alloc A
Ariel
Parnassus Mid Cap
Domini Social Bond Inv
Calvert Moderate Alloc A
Pax World Growth Inv
Parnassus Equity Income
Forward Progressive Real Estate Inv
MMA Praxis International A
Pax World Balanced Inv
Sentinel Short Maturity Govt A
MMA Praxis Value Index A
Calvert Conservative Alloc A
Ariel Appreciation
CRA Qualified Investment
Portfolio 21

Plan sponsors concerned about SRI and their duty as a fiduciary should read this:

** Not all funds offered by Social(k) are available through our Broker Dealer