Browsing Tag
Decumulation
15 posts
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
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%
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
Maximize Outcomes, Not Incomes (‘Die with Zero’)
Pre-retirement planning for workers retiring in the second half of the 21st Century
More Retirees Stay In their Plan Post-Employment
The latest research from Vanguard underscores the significance in applying decumulation strategies to 401(k) plans
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
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
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
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'
3.3% Safe Withdrawal Rate is the New 4%: Morningstar
When it comes to a safe withdrawal rate for retirees, 4% has long been the accepted standard. A new report from Morningstar Research lowers that, but also offers ideas for how the rate could actually exceed 4%