Behavioral Finance

Bad Participant Behaviors and How to Manage Them

Bad Participant Behaviors

5 “Bad” Participant Behaviors, and How to Manage Them. There are 5 key financial behaviors of retirement plan participants that drive their investment decisions and determine whether or not they ...

Read More »

What’s Ahead for Behaviorial Finance in 401k Plans

behavioral finance

In a recently released video, Warren Cormier, President of Boston Research Technologies reviews what’s next for behavioral finance or befi. Retirement plan advisors have been adopting befi for their ...

Read More »

Artificial Intelligence May Be Creeping into Your 401k Plan

Artificial Intelligence

As though Plan sponsors didn’t have enough to be concerned with when overseeing retirement plan assets, Artificial Intelligence is creeping into the investment function of qualified plans whether plan ...

Read More »

Defined Contribution Plan Loans Can Be Expensive

Defined Contribution Plan Loans

At a Plan Sponsor University (TPSU) Program at Virginia Tech in Arlington, Virginia, a group of Plan Sponsors representing over 10,000 employees engaged a discussion of defined contribution (DC) ...

Read More »