This course explores the potential of digital tools and behavioral approaches to improve retirement savings outcomes. Participants will learn about the impacts of language, defaults, and design on savings, opportunities for automation in decision-making, and the importance of balancing compliance and innovation. The course covers topics such as user experience, reducing account friction, regulation, and ensuring fair financial security outcomes in a digitally driven world. The intended audience includes individuals interested in financial security, retirement savings, and the role of technology in personal finance. The teaching method involves presentations and discussions led by industry experts.
Overview
Syllabus
Introduction
Why this conversation matters
Design matters
Technology and apps
Stephanie
The Village
User Experience
Reducing Account Friction
Regulation
The Future
Auto Enroll vs Auto Escalat
Would you be on board with revising the discrimination rules
Questions from the audience
Final thoughts
Taught by
The Aspen Institute
