401(k) Roundtable

What's Next For Automatic 401(k) Plan Features & Behavioral Finance?


Listen Later

It’s been a little while since we have focussed an episode on plan design of behavioral finance.  So, no time like the present to make that happen!  To provide the mental muscle behind the conversation I was excited to have Steve Shu, a Managing Principal at Digitai and a Researcher, at the City University of London.  As an expert in behavioral science and someone who has worked with the likes of Schlomo Bernartzi and other pioneers in the field, he brings some current and unique insights on how behavioral finance continues to drive retirement plan design, technology and influences retirement outcomes.  We start with an update on the auto features, move to nudges, predictive technology, deaccumulation, digital fiduciary concept and much more.  Be sure not to miss Steve’s thoughts on democratizing of behavioral science.  

Guest Bio

Steve Shu specializes in incubating new initiatives and business lines with a primary focus on services, technology, and behavioral science. He serves as a Managing Principal at Digitai, a behavioral economics consultancy and innovation firm. Steve has consulted to or had management roles at organizations such as The Voya Behavioral Finance Institute for Innovation, Allianz Global Investors Center for Behavioral Finance, Allscripts, Nortel Business Consulting, PRTM Management Consultants (acquired by PwC), and numerous startups. Steve holds an MBA from the University of Chicago and both an ME and BS in Electrical Engineering from Cornell University. In parallel with Steve’s work with Digitai, he conducts behavioral finance research as part of City, University of London, Cass Business School.

Steve has put his decades of experience into his solo-authored books, Inside Nudging: Implementing Behavioral Science Initiatives and The Consulting Apprenticeship.

401(k) Fridays Podcast Overview

Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

...more
View all episodesView all episodes
Download on the App Store

401(k) RoundtableBy Rick Unser

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

77 ratings


More shows like 401(k) Roundtable

View all
Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,169 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,718 Listeners

Planet Money by NPR

Planet Money

30,664 Listeners

Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,098 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

191 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,923 Listeners

Talking Real Money - Investing Talk by Don McDonald

Talking Real Money - Investing Talk

733 Listeners

The Tim Ferriss Show by Tim Ferriss: Bestselling Author, Human Guinea Pig

The Tim Ferriss Show

16,063 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,537 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,242 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

275 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,073 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,542 Listeners

401(k) Specialist Podcast by 401(k) Specialist Magazine

401(k) Specialist Podcast

23 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

976 Listeners