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Behavioral Finance for Fiduciaries in the Digital Age
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Behavioral Finance for Fiduciaries in the Digital Age
Behavioral Finance for Fiduciaries in the Digital Age

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9/29/2020

When: Tuesday, September 29
2:30 p.m.
Where: Webinar
  
United States
Contact:
Voya Financial

Phone: 800-826-8901

Details

Join Tom Armstrong of the Voya Behavioral Finance Institute for Innovation and the ABA Retirement Funds Program for a quick 45-minute intro webinar to highlight the key tactics that can benefit you and your participants’ retirement savings strategies, including some surprising financial habits many of us are not aware we have.

Using research to merge behavioral science and retirement outcomes with the speed and scale of the digital world, this information can help your firm as a digital fiduciary to guide participants toward improved retirement outlooks.

Who should attend?

  • Retirement plan fiduciaries helping participants in the digital age.
  • Firm owners considering implementing a retirement plan for your employees.
  • Plan administrators in charge of reviewing their firm’s current retirement plan.

Key takeaways

An overview of behavioral finance.
Seven questions to ask when looking for a retirement plan provider.

Key Tactics for Fiduciary Consideration:

  • Drive better participant savings levels and plan participation.
  • Focus on applying behavioral insights which can be tested, measured and applied.
  • Employ devices to address present bias in behavioral tendencies.
  • Understand our psychology to design effective solutions.
  • Address the importance of digital design as a 21st century fiduciary.

Register

Unable to attend? That’s OK! Register anyway and the recording will be sent to you to view at your convenience.

Presenters

Tom Armstrong, vice president of customer analytics and insight with Voya Financial

Ginger Brennan, CEBS, head of the ABA Retirement Funds Program, Voya Financial [Registered representative of Voya Financial Partners, LLC (member SIPC)]

 
 

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