With many individuals having had no choice but to withdraw funds from their retirement savings this past year, knowing that there are opportunities for employers to implement solutions that can help these individuals get back on track is so important. In this episode, Heather Lavallee and Bill Harmon talk with Dr. Shlomo Benartzi, UCLA Anderson School of Management professor emeritus and a senior academic advisor to the Voya Behavioral Finance Institute for Innovation, to discuss what employers can be doing. Listen in to hear from Shlomo who also talks broadly about the role behavioral finance can play when it comes to coming out of the recession for individuals and employers alike. Research referenced includes insights from “Plan design during challenging times: 7 Actionable Insights from Behavioral Finance,” Shlomo Benartzi (March 2021).
Bill Harmon is a registered representative of Voya Financial Partners, LLC (member SIPC).
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