The latest Bright Paper article from Group Retirement Services is now available, Brace for impact: Adjusting for inflation in Capital Accumulation Plans.

This article explores how some of the conventional wisdom associated with asset accumulation and decumulation may evolve if high inflation persists. 

Capital Accumulation Plans appear well positioned to weather inflationary markets despite ongoing pressure from various market sources. In this piece we explore the impact of periods of negative market returns paired with high inflation near, or early in the decumulation on members ability to save for and draw income in retirement. 

The current economic climate is clearly a source of stress for plan members. We’re here to help. Within this article we outline how we’re partnering with you to support plan members financial wellness in navigating this inflationary period. 

Access the article through the Sun Life bright paper section or as a downloadable PDF.

Questions?

Contact your Sun Life Group Retirement Services representative.