202 - Decumulation/Retirement Income Planning in a DC World

DC plans can provide a great retirement benefit but most participants rely on some form of withdrawal rather than convert some of their assets into lifetime income. With interest rates at today’s levels and some of the recent SECURE Act changes is it time for lifetime income to finally take off?

Speakers:

Mr. Craig P. Rosenthal

Mercer

Mr. Kenneth E. Levine

Raytheon Technologies

Pete J. Neuwirth

Ruth E. Schau

Self Employed

Credits:

CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50