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401(k) Roundtable

401(k) Roundtable takes you behind the scenes for a look at what it takes to run a successful retirement plan. A podcast designed for retirement plan sponsors, fiduciaries and members of retirement plan committees, each episode features a guest expert to engage in an informative conversation with host and industry veteran, Rick Unser. Get the perspectives and insights you need to make more informed decisions to benefit your plan, employees and business. Check out timely articles on retirement plan topics that impact both employee and employers: https://www.forbes.com/sites/rickunser/
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Now displaying: Page 1
Mar 1, 2019

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!

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