National Webinar - Into the Great Unknown

National Webinar - Into the Great Unknown

December 11, 2014 1:00 PM to 2:00 PMBroadcasted Webinar, Eastern Standard Time (EST)
Area of Interest: Investments Format: Web
webinar- Into the great unknown
Fees and Registration
Membership TypesRegular Price
Member$0.00 CDN
Associate Member$0.00 CDN
Student Membership$0.00 CDN
Non Member$65.00 CDN
Cancellation Policy

Many CAPs were established as a competitive benefit that supported employees in saving for their retirement. But for most CAP sponsors, little, if any, thought has been given to what happens when employees are ready to retire from the organization.
As the first wave of boomers begins to transition from working to retirement, they’ve opened the door to a host of questions about the great unknown: decumulation. Employers need to consider what role, if any, they want to take in helping employees successfully transition their lifetime savings into income.
The newly released CAPSA Guideline No. 8 provides some direction for plan sponsors, but confusion on options, roles and a quickly evolving marketplace leave many sponsors and members wondering what to do.

Join us for this webinar where Janice Holman, Principal at Eckler will review:

  • Decumulation and the plan sponsor: what your requirements are, the risks associated with employees transitioning to retirement, the decision on the level of support to provide, and the impact these decisions have on employees’ ability to leave the organization
  • Decumulation and the plan member: what members understand about decumulation, how they are making decisions, and the impact of those decisions on you as a plan sponsor and for the member
  • The future direction of decumulation and how that impacts you as a CAP sponsor

Janice Holman, CFA CFP
Principal, Eckler

Janice leads the defined contribution consulting group at Eckler and is a Principal of the firm. Her professional background has given her expertise and hands-on experience in all key areas affecting defined contribution plans.
Janice began her career in investments as a fixed income analyst. She then moved on to working with members directly as an education and communications manager, and prior to joining Eckler in 2004, spent several years with two leading insurance companies as an Investment Executive. This unique combination of experience allows her to provide her clients with a comprehensive approach to DC consulting.
Janice helps clients with governance structures, defined contribution plan design, record-keeper selection and monitoring, creation and monitoring of investment programs, evaluation of plan effectiveness and operation, and member communications.

Continuing Education Requirements for CPBI National Webinars:
Participants are required to Login to the live session by entering their Full Name as per CPBI profile; Participants must be present for the duration of the session; Participants will be asked to remain online following the presentation to complete a short test comprised of 3 to 4 questions as a proof of attendance. The test will be offered during the live session; participants who do not attend the live session will not be permitted to take the test or qualify to receive CE credits.

For questions or more information about this webinar, please contact the CPBI National Office at 514-288-1222, ext.27 or by email at [email protected]
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