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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 3:30pm - 4:20pm
F1b Information Presentation and 401(k) Plan Choices [CFP Defined Contribution Plans]

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The authors performed an experiment in which some new employees (1 year or less) were provided complete (and lengthy) information about a 401(k) plan and asked to make choices about enrollment, contributions, and investment allocations. Other new employees were provided much briefer, tabular presentation of the plan information as well as some recommendations, and were asked to make these same choices. As expected, briefer presentation with recommendations improved participants' plan choices. Employees should be provided with a "cheat sheet" for making 401(k) plan choices.

Author(s): Charlene Marie Kalenkoski, Ph.D., CFP®, Eric Cardella, Ph.D., Michael Parent, Ph.D.


Charlene Kalenkoski, Ph.D.

Professor and Director of the Ph.D. Program in Personal Financial Planning, Texas Tech University

Sunday October 1, 2017 3:30pm - 4:20pm
Mockingbird 1

Attendees (4)