“We finally have a database where we can look at the impact of plan design on employee behavior ... never had that ability in my life”
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Said on The Long View
“We have probably the largest database for that available… built literally on millions of participants from thousands of different 401k plans.”
The Long View · Spencer Look and Jack VanDerhei: The Assumptions That Can Put Your Retirement at Risk
Play from 5:55
5:55
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What was described
Leveraged a database of millions of participants from thousands of 401(k) plans to observe how participants react to plan designs, investment options and market changes
Said nearby on the same subject
“40% of this market is untapped. There are a lot of participants, but there is a lot of opportunities.”
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Said on Making Risk Flow | The Future of Insurance
“You can change the scope, but you don't discount the scope… you might have a $3,500 planning option that includes less.”
LG
Libby Greiwe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“If you want to see how changing from your current plan design ... how that's going to impact employer costs ... and reduce the at-risk population”
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Said on The Long View
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