Virtual Conference June Session - Legal Issues on the Decumulation Phase for DC Plan Members

  • 29 Jun 2021
  • 3:00 PM - 4:00 PM
  • Virtual via Zoom


  • $40 USD | $55 CAD | 35 EUR
  • $110 USD | $140 CAD | 90 EUR
  • $80 USD | $105 CAD | 65 EUR


You are registering for one session.

If you would like to register for the entire event series at a reduced rate,
click here. 


A DC plan member generally must choose from several basic ways in which to use his or her plan retirement account to provide retirement income, with the goal of not outliving his or her retirement account balance. In order to enjoy a reasonably certain level of retirement income a DC plan member will have to understand and manage a number of risks, including:

  • investment risk,
  • longevity risk, and
  • inflation risk.

The panel will discuss a variety of topics including:

  • the different approaches to management of these risks, and the insights gained from experiences so far in the 4 jurisdictions covered by the panel of speakers
  • constraints imposed by tax rules in the jurisdiction in question as to what decumulation options are available
  • the risk to plan fiduciaries and employers of liability in the decumulation phase
  • liability for information to plan members on decumulation investment strategies and withdrawal rates
  • some of the challenges of collective risk sharing in a transparent way

MODERATOR: Philip Bennett, Durham University, UK
PANELISTS: Michael Wolpert, Fasken, Canada, TBC

Contact us:
1 Eglinton Ave. E., Suite 705
Toronto, ON, M4P 3A1, Canada

Phone: 416-693-7775 
Toll-free number: 1-866-444-3387  

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