Decumulation Strategies: Creating Lifetime Income from Defined Contribution Plans

May 29, 2025 | Noon to 1:30 p.m. EDT | USQS CE and JBEA Noncore CPE

REGISTRATION FEES

• Members: $55
• Nonmembers: $110
• Group Registration for Academy Members: $500
• Complimentary registration is available to the following cohorts of Academy members. Contact education@actuary.org to request a discount code to register.
  • Government regulators
  • Academy volunteers who meet both the below conditions:
    • “active” members of an Academy committee, board, subcommittee, task force, or work group; and
    • qualified for either a partial or full dues waiver during 2025.

ABOUT THIS WEBINAR

Employer-sponsored defined contribution (DC) plans are a key element in the American retirement system. There are many options when it comes to spending down, or decumulating, DC plan savings in retirement but options within the plan itself are typically limited. A recent Academy issue brief outlines the insured and non-insured options available through employer-sponsored defined contribution retirement plans, comparing options across key features and strategies. On this webinar, the authors will discuss the types of insured and non-insured payments options may be offered by employers and how to compare them across various features and strategies. Also discussed will be steps that policymakers could pursue in an effort to help plan participants spend their retirement savings safely and effectively.

SPEAKERS

• Spencer Look, MAAA,FSA
  Vice Chairperson, Defined Contribution Subcommittee of Pension Committee
• Ruth Schau, MAAA,FSA,FCA,EA
  Member, Defined Contribution Subcommittee of Pension Committee
• Lee Gold, MAAA,ASA,FCA,EA
  Member, Defined Contribution Subcommittee of Pension Committee

MODERATOR

• Maria Carnovale, MAAA,FSA
  Chairperson, Defined Contribution Subcommittee of Pension Committee

CONTINUING EDUCATION

The American Academy of Actuaries believes in good faith that attendance at this live webinar constitutes an organized activity as defined under the current Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States, and that attendees may earn up to 1.8 organized continuing education (CE) credits for attending this live webinar.

We also believe in good faith that Enrolled Actuaries may earn up to 1.8 continuing professional education (CPE) non-core credits under the Joint Board for the Enrollment of Actuaries (JBEA) rules for attending this live webinar. However, the JBEA ultimately determines what constitutes core, non-core, ethics, or non-ethics continuing education and the number of CPE credit hours allocated to same for Enrolled Actuaries. All EAs who want to receive a Certificate of Attendance must be registered either as an individual attendee or listed as part of a group registration and must submit their request within two business days of the event. You are required to attest to your actual attendance for the full webinar to receive full JBEA credit, regardless of whether you registered as an individual or as part of a group.

ADDITIONAL INFORMATION

Registration for this webinar is limited to the first 1,000 registrants. Visit our webinar FAQs to learn more about our webinar policies, including group registration. For more information about this webinar, contact education@actuary.org.