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
This document is intended to be informational only and does not constitute legal, accounting, or tax advice. Please consult the appropriate legal, accounting, or tax advisor if you require such advice. The opinions expressed in this report are subject to change without notice. This material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. The information and statistics in this report are from sources believed to be reliable but are not guaranteed by CAPTRUST Financial Advisors to be accurate or complete. All publication rights reserved. None of the material in this publication may be reproduced in any form without the express written permission of CAPTRUST: 919.870.6822.
This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.
Strictly Necessary Cookies
Strictly Necessary Cookie should be enabled at all times so that we can save your preferences for cookie settings.
If you disable this cookie, we will not be able to save your preferences. This means that every time you visit this website you will need to enable or disable cookies again.
