Section one: Save. Auto-Takeoff ; Match Optimizer ; The face tool -- Section two: Save more. Save More Tomorrow : 1.0 ; Save More Tomorrow : 2.0 ; The Imagine exercise -- Section three: Save smarter. Investment Solutions Pyramid ; The lifetime statement ; Tangible account statement -- Section four: Behavioral finance in action. The PlanSuccess behavioral audit ; Concluding remarks, and the way forward -- Appendix 1: Retirement savings questionnaire ; Appendix 2: PlanSuccess behavioral audit questions.
Summary
Leverages the relatively new field of behavioral finance to help financial planners and employers encourage people to make the best decisions about their 401K plans.
