Recorded July 27, 2017
Behavioral insights have helped 401(k) fiduciaries design plans and select investment defaults that best meet the needs of the majority of participants. With new fiduciary scrutiny, an increase in litigation, and a potential shift in participant behaviors, we are entering a new era of menu design that addresses the needs of all participants.
We cover how we got to this point, what we have learned from automatic features, and how to move beyond investment defaults to act in the best interest of “do-it-yourself” investors.
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