Accumulation AND Decumulation: “And” – Not “Or”
We’re all born. (At least those of us reading this program). We grow up. Some of us go to college, most of us go to work at some point. Then we age, and at some point a lucky few get to sail their boat off Palm Beach while others buy a double-wide with an L extension outside Joplin Missouri and are forced to work part-time as a greeter at Walmart. And while Fortune plays an inordinate role in how this story ends for each of us as individuals, it’s the stages in between when we have the most influence over our Fate.
That’s why this year’s Symposium program is going to buck the recent trend in the DC community to focus predominantly on retirement readiness. Instead, we will make every effort to explore both sides of the retirement success story: The best strategies and methodologies for building a solid financial for a secure retirement as well as the best – and still emerging – thought leadership in retirement income solutions.
So in the best Socratic tradition, discussions at this year’s Defined Contribution Symposium will be formatted around defending commonly accepted principles of plan design, plan management, and the very definition of plan success. The premise of each session will be that the subject matter has to be defended in a constructive manner with the objective of possibly taking good ideas – which the DC industry is built upon – and making them better.
2018 Preliminary Topics