Decoding Decumulation: Empowering Plan Participants (Webinar Recording)
As baby boomers retire, many plan sponsors are shifting their focus to educating retirement plan participants on decumulation—withdrawing money from the plan. Watch this webinar to learn more.
For years, plan sponsors encouraged participants to save and grow their retirement assets. As baby boomers retire, many plan sponsors are shifting their focus to decumulation—withdrawing money from the plan.
Moderated by Manager of Vendor Analysis Audrey Wheat and featuring Financial Advisors Cara Cannon and Evan Holmes, this webinar recording explores:
- setting up a decumulation-friendly plan with multiple withdrawal options
- educating participants on tools that can help them make informed decisions on decumulation
- maximizing the impact of participant resources through thoughtful and relevant life-stage communications
To download a copy of the transcript, click here.