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Behavioral Finance

The power of behavioral science

The Participant EffectSM uses the field of behavioral finance to analyze why employees don’t always make the best decisions, and provides specific steps employers can take to make their plans more effective.  Behavioral finance looks at the psychological obstacles—including inertia, loss aversion, and myopia—that often prevent employees from making decisions that are in their best interest and works to turn these psychological weaknesses into strengths.

We suggest establishing goals as to how we can move the needle to allow your employees to
SAVE, SAVE MORE and SAVE SMARTER.

Contact Details

1060 Maitland Center Commons

Suite 360

Maitland, FL 32751

Phone: 866-625-4611

Fax: 407-740-6113

Email: info@fiduciaryfirst.com 

Disclaimer

Retirement Plan Consulting Program and other advisory services offered through LPL Financial, a registered investment advisor.

This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.

 

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