Live Online Webinar - ABA Retirement Funds - Behavioral Finance for Fiduciaries in the Digital Age

TUESDAY | SEPTEMBER 29, 2020 | 2:30 PM ET

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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.

Wow, I didn’t realize how many financial habits I have that are affecting my saving!- Maria Fisher, Sales Manager
 

Who should attend?

 
   
 
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Retirement plan fiduciaries helping participants in the digital age.

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Firm owners considering implementing a retirement plan for your employees.

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Plan administrators in charge of reviewing their firm’s current retirement plan.

 
 
 

What will my takeaways be?

 
   
 
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An overview of behavioral finance.

 
 
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Seven questions to ask when looking for a retirement plan provider.

 
 
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Key Tactics for Fiduciary Consideration:

 
 
 
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Drive better participant savings levels and plan participation.

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Focus on applying behavioral insights which can be tested, measured and applied.

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Employ devices to address present bias in behavioral tendencies.

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Understand our psychology to design effective solutions.

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Address the importance of digital design as a 21st century fiduciary.

 
     
 
 

When:

Tuesday, September 29, 2020

2:30-3:15 PM ET

Register Now >

Unable to attend?

That’s ok! Register anyway and we’ll send you the recording to view on your own time.

Presenters:

Tom Ginger

Tom Armstrong

Vice President, Customer Analytics and Insight

Voya Financial

Ginger Brennan, CEBS

Head of the ABA Retirement Funds Program

Voya Financial

Registered Representative of Voya Financial Partners, LLC (member SIPC)

 
       
  Phone  

800.826.8901

  Globe  

www.abaretirement.com

  Email  

joinus@abaretirement.com

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ABA Retirement Funds Program I P.O. Box 55072 I Boston, MA 02205-5072

©2020 ABA Retirement Funds Program. All Rights Reserved.

For plan sponsor and financial professional use only. Not for public distribution.

The ABA Retirement Funds Program has been providing affordable retirement plans to the legal community for more than 55 years. It is organized as an Illinois not-for-profit corporation by the American Bar Association and is dedicated to providing retirement services exclusively to the legal community. It currently services over 4,000 law firm retirement plans and has over $5.5 billion in assets (12/31/2019).

Please read the Annual Disclosure Document (April 2020) carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: joinus@abaretirement.com.

Registered representative of and securities offered through Voya Financial Partners, LLC (member SIPC).

Voya Financial Partners is a member of the Voya family of companies (“Voya”). Voya, Mercer, and the ABA Retirement Funds are separate, unaffiliated entities and are not responsible for one another’s products and services.

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