How much do I need to save to retire comfortably and not have to worry about paying the bills? How do I build a portfolio which aligns my time horizon, retirement goals, and risk profile? These are questions that require a deep knowledge of financial and investment planning that most are not prepared to answer, and the results are not good. Poor savings and investment decisions have led to most Americans being ill prepared for retirement. Participants desire help. They are overwhelmed by the decisions they must make and are heavily relying on cognitive short cuts and emotional reactions when making decisions. Evidence suggests we can reshape the future of retirement and overcome many of these problems with better plan design. Our speakers, Kevin Thelen and John Zollo, will bring together behavioral psychology research and plan design considerations to align the interests of the plan sponsor and plan participants.

About the Presenter
John Zollo is an associate at Ice Miller LLP in Indianapolis. He is licensed to practice law in California and works with many private and governmental employers on the West Coast. His practice includes all areas of employee benefits law including qualified plans, nonqualified deferred compensation plans, welfare plans, DOL investigations and DOL and IRS correction programs. Prior to becoming an attorney, John was a researcher and taught psychology and business courses under a doctoral fellowship at Ohio University.

Kevin Thelen, CFA, CFP, is a financial advisor and partner at Genovese Burford & Brothers, an retirement plan consulting firm based in Sacramento, CA. Mr. Thelen provides investment fiduciary services, plan design consultation, provider fee and service assessment,  and participant services to employee retirement plans. Mr. Thelen has worked with hundreds of participants, one-on-one, and brings working knowledge of what participants value from their company retirement plan.

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