Using Behavioral Finance to Improve Employee Outcomes

Do you ever feel like you give participants all the information and tools they need, yet they still seem to make decisions that are not in their own best interest? Do you ever wonder what you could do to make a more significant impact? Could your own biases be an obstacle in your mission? Guiding decision-making is more than just telling someone what they SHOULD do; it’s anticipating and understanding WHY they may want to do something other than that. Whether you are trying to drive participation, improve the retirement readiness stats of your plans, increase deferral rates, or simply want a new perspective on educating participants – this session is for you! Join us to discuss how you, as an advisor, can influence participant success by gaining a deeper understanding of how human beings make decisions.