Tag: decumulation

Plan sponsors who want to continue serving their retirees need to give them a reason to stay.

Retirees expressed that guaranteed lifetime income, as well as control and access to their money, are top priorities in a...

A typical platform might use age and salary to generate investment recommendations. What additional factors could lead to more customized...

Auto-features won’t work in the decumulation phase of defined contribution plans, says Shlomo Benartzi.

The retirement income product is for near-retirees and retirees, and offers a complimentary retirement checkup with an adviser.  

One reason lifetime income options are important for plan sponsors to explore is that many individuals underestimate how long they...

Data on decumulation patterns can be useful to public-sector DC plan sponsors who want to help employees with retirement planning.