Gain more clarity about how and why employees and consumers make retirement decisions.
Behavioral research often stands in stark contrast to rational expected behavior.
Behavioral research improves your ability to make informed decisions based on actual consumer or employee behavior, rather than relying on educated guesses or opinions. And, behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
Jodi DiCenzo has performed extensive research to gain firsthand insight into employees’ retirement-related decisions and choice. In this course she presents her findings as well as other research that goes beyond automatic enrollment as the predominant solution for improving employee plan participation, deferral and investing behaviors.
In this one-hour session, you will gain:
- A greater understanding of employee retirement-related decision-making;
- Behaviorally-based prescriptions for improving worker’s retirement outcomes;
- Ideas for public and private sector employers to increase employee involvement with planning for retirement, which is especially relevant now for public plans which are adding more defined contribution characteristics to their retirement benefits;
- Insights into plan sponsor decision making.
Jodi DiCenzo, CFA, CPA, leader of Behavioral Research Associates, LLC, an applied behavioral research and consulting firm specializing in consumer financial decision making.
Jodi founded the firm in 2006 after a four-year partnership with Shlomo Benartzi, Ph.D., one of the most recognized behavioral economic thought leaders. She has over 25 years of experience in consulting financial service firms and brings a practical approach to applying academic behavioral research in real world contexts to help optimize individuals’ financial outcomes. Jodi also provides guidance to retirement systems adding defined contribution characteristics to their employee retirement plans.
Moderator: Betty Meredith, CFA, CFP®, CRC®, Int’l Retirement Resource Center
1 hr CFP®, CRC®, and other CE Credit Reporting
Overall Rating: 4.1 / 5
Retail: $29.00 Add to Cart
Video and audio MP3 formats available
Specifications: 60-minute webinar course
Knowledge Level: 3 – Intermediate
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fees for courses that were filed prior to membership cancellation.