Defined contribution plan sponsors have developed many strategies for helping participants accumulate sufficient assets for retirement. But what about spending in retirement? Arguably, plan participants may need even more help when it comes to how and when to draw down their retirement nest egg--which distribution options to use, how to coordinate with pension plans and social security, cope with out of pocket medical costs, as well as manage taxes. This session will focus on how retirees are navigating the “decumulation phase”, identify the pitfalls that may cause them to draw down their DC plan assets inefficiently, and discuss innovative tools and solutions that plan sponsors can bring to their participants.

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  • September 24, 2018 Create Date
  • August 31, 2023 Last Updated
Identifying & Solving for Retirement Income - What to do with that retirement nest egg...