Browsing Tag
Decumulation
16 posts
Defining Value Creation in the Decumulation Phase with Allianz Life’s Danielle Kelso
As retirement plan participants transition from the accumulation phase to decumulation, the focus moves from building wealth to…
July 21, 2025
Only 1 in 4 Using Systematic Approach to 401(k) Decumulation
New study from IRALOGIX examines challenges of managing withdrawals; finds half of participants get little to no guidance from 401(k) providers
December 4, 2024
The ‘4% Rule’ is Back: Morningstar
Prospects for retirement income look a bit brighter as new research paper raises the safe starting withdrawal rate back to the standard 4%
November 13, 2023
Large 401(k) Plan Sponsors Step Up Efforts to Keep Participants In-Plan Post Retirement
New Cerulli research finds asset managers should concentrate their retirement income product distribution on the mega plan market
April 12, 2023
Maximize Outcomes, Not Incomes (‘Die with Zero’)
Pre-retirement planning for workers retiring in the second half of the 21st Century
March 31, 2023
More Retirees Stay In their Plan Post-Employment
The latest research from Vanguard underscores the significance in applying decumulation strategies to 401(k) plans
February 24, 2023
Strategic Asset Decumulation: The Key to Predictable Lifetime Income for Participants
Mindy Zatto of Strategic Benefits Advisors explains why and how plan sponsors can help participants efficiently transition to decumulation
January 27, 2023
Shlomo Benartzi’s PensionPlus to be Offered by OneAmerica
“First-of-its-kind” retirement withdrawal strategy service from the famed behavioral economist provides models for monthly retirement paycheck
January 25, 2023
3 High-Level Trends Advisors Need to Track Now: Wealth@wor(k) 2022
American Century’s Glenn Dial talks TDF lawsuits, transition from accumulation to decumulation and the building wave of in-plan guaranteed income solutions
October 17, 2022
Auto Everything (Except Decumulation): 2022 NAPA 401(k) Summit
'It’s going to be very difficult to create a personalized solution unless we engage people'
April 3, 2022