Decumulation: Unique Challenges and Solutions for Members—The What, Why and How

Famously called the “nastiest, hardest problem in finance,” decumulation presents members with additional challenges and questions they didn’t face while accumulating assets during their working years. Fraser Stark and Pat Leo from the Longevity team at Purpose Investments will cover what makes this phase of an employee’s financial lifecycle uniquely difficult, why it’s so critical that plan sponsors help their members tackle this phase and the range of options for addressing it. Additionally, they will share several examples of the innovation that is taking place in support of decumulation in Canada and around the world.