The biggest blind spots about retirement plans, according to A.I.

Personal Finance


“You have to figure out which makes the most sense for you, and each plan is different and might not have the same options,” said Grant Easterbrook, co-founder at Dream Forward.

Other topics that serve as the biggest pain points for retirement plan investors include tax-related questions and challenges with understanding investing concepts, terms of a company match and profit-sharing programs, and rollovers.

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To reduce the complexity, the challenge is twofold, according to Easterbrook.

First, the financial industry must simplify retirement plans and the language through which it communicates the choices that are available.



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