Our Approach

Our approach is to establish effective balance between sponsors’ competing desires of innovation, prudence, and resources.

We not only follow what academics write and say, but look for and document evidence that such new approaches have a high degree of success, to assist in creating additional retirement income without unduly extending fiduciary liabilities.

We do so by continuously discussing such issues with the academics and leading professionals through our regular Think Tank Sessions, and also in frequent individual encounters with plan sponsors, record keepers, consultants, investment managers, and the legal profession.

This approach combined with our 30 years experience with fiduciary decision making and education, fund governance and investment philosophy ensures that only prudent and implementable solutions are applied while taking full advantage of available professional innovation.

Decumulation Institute bridges innovation, prudence, and resources.