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For generations, the importance of investing for retirement has been strongly emphasized among plan sponsors. But then what? A large proportion of the plan member community has been left in the dark post-retirement. Unfortunately, a clear path for preserving their hard-earned, invested capital in retirement has not have been made available to them, or they were unaware of the post-retirement tools that were at their disposal. The importance of post-retirement decisions is especially critical today, especially with populations living well beyond projections made just a few decades ago. This report addresses the importance of the post-retirement drawdown phase and the ways in which plan sponsors are ensuring that their members are not left in the dark at the end of their working careers.

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MITIGATING RISKS IN THE DRAWDOWN PHASE OF RETIREMENT

Contributor:

Eric Newman, Vice Chair & Trustee – Other Post-Employment Benefits, City of Stamford

Chip Weule, Chief Benefits Officer, Fire & Police Pension Association of Colorado

Chad Brown, Chief Operating Officer, LeafHouse Financial

Rob Capone, Head of Defined Contribution, LGIM America

James Veneruso, Senior Solutions Strategist, Defined Contributions, LGIM America

HOW TO APPROACH THE VARIOUS RISKS FACING DC PLAN MEMBERS


Contributors:

Rob Capone, Head of Defined Contribution, LGIM America

James Veneruso, Senior Solutions Strategist, Defined Contributions, LGIM America

Rob Capone

Head of Defined Contribution, LGIM Americas

James Veneruso

Senior Solutions Strategist, Defined Contributions, LGIM Americas

Chad Brown

Chief Operating Officer, Leafhouse Financial

Chip Weule

Chief Benefits Officer, Fire & Police Pension Association Of Colorado

Eric Newman

Vice Chair & Trustee – Other Post-Employment Benefits, City Of Stamford

LGIM America (LGIMA) was founded in 2006 with the purpose of helping people achieve their long-term financial goals. We offer a range of strategies to help our institutional clients (corporations, healthcare agencies, non-profit, education, public plans and Taft-Hartley) manage their investment objectives, which can range from market-based alpha-oriented strategies to those that are designed to be more liability-centric, derivative overlays, or indexed solutions. Encouraging a diverse and inclusive environment coupled with a solutions-focused culture allows us to increase our breadth of knowledge and the likelihood of improved client outcomes and stronger financial performance. We have teams of experienced, innovative professionals committed to helping plan sponsors meet their pension promises, managing investment exposures efficiently to seek enhanced returns while mitigating risks, and working to generate returns while making a positive societal difference. As of June 30, 2022, LGIM America had $224 billion assets under management.