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As you talk with your clients about retirement readiness, you may wish to keep in mind the three participant behaviors Shlomo Benartzi (a leading authority on behavioral finance) has identified that stand in the way of positive 401(k) plan outcomes:
Inertia
Robert C. Lawton, AIF, CRPS is the founder and president of Lawton Retirement Plan Consultants, LLC. Mr. Lawton has over 30 years of retirement plan consulting and administration experience and has … Read full bio
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