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Guest Expert: David Blanchett, PhD, CFA, CFP®, PGIM DC SolutionsIn this webinar, David Blanchett, Managing Director and Head of Retirement Research for PGIM DC Solutions, explored a variety of topics related to estimating “the end” of retirement, including a re...
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"New Ideas" Learned According to Webinar Attendees:
"Definitely go beyond age 90 in planning. Use tools with greater specificity. Longevity is a risk that needs to be shared."
"Great to learn of different resources and inputs for estimating longevity and the importance of getting clients to take a realistic view of it."
"Hadn't ever thought to customize L/E for females vs. males since it is well known females usually live longer. We use 95 for both. There are a few clients for who we do use different L/Es based on their health and known family history."
"New Ideas" Learned According to Webinar Attendees:
"Definitely go beyond age 90 in planning. Use tools with greater specificity. Longevity is a risk that needs to be shared."
"Great to learn of different resources and inputs for estimating longevity and the importance of getting clients to take a realistic view of it."
"Hadn't ever thought to customize L/E for females vs. males since it is well known females usually live longer. We use 95 for both. There are a few clients for who we do use different L/Es based on their health and known family history."