Retirement Providers 

Guaranteed Income

Pension plans are disappearing, and many of today’s workers are not saving enough to ensure financial security in retirement. To address this risk, defined contribution plan sponsors are seeking lifetime income options that – in combination with social security – will ensure their plan participants have an income “floor” to fund a secure retirement. Capco has experience in helping firms to better position and model guaranteed income products in their wealth lifecycle, including bridging the gap between accumulation and decumulation.

Financial Wellness

Modern consumers, including employees, demand more than just investment advice. The most effective financial wellness platform empowers users to feel financially prepared for planned and unplanned life events. Leveraging our data, expertise, and in-house innovation, Capco can guide your organization to strategize & rationalize financial wellness capabilities, design & implement them, and enact best practices for field adoption.