May 6, 2024: Mastering Retirement Income Strategies with CapAcuity experts Mendel Melzer and Peter Neuwirth
Listen to the podcast on Inkandescent Radio
Meet Mendel Melzer, Chief Investment Officer of CapAcuity on this month’s episode of Peter Neuwirth’s Retirement Income Strategies Show
May 2024: Do you think an individual’s investment strategy should differ during the retirement/decumulation period vs. before retirement when individuals accumulate assets? Learn about this and more on this month's episode of Peter Neuwirth's Retirement Income Strategies show.
Monday Morning Magic from Inkandescent® PR & Publishing Inc. — Should an individual’s investment strategy differ during the retirement/decumulation period vs. before retirement when individuals accumulate assets? Much of financial planning is about balancing risk and return. Yet, in retirement, some risks are not specifically investment-related (eg, longevity). Are there specific investment strategies that you would recommend to mitigate those risks? Do you think insuring those risks ever made any sense?
These are some of the questions that actuary and author Peter Neuwirth asks Mendel Melzer, Chief Investment Officer of the national Executive Benefits Consulting firm CapAcuity, where Pete is the Florida-based company’s Senior Consulting Actuary: CapAcuity.com.
Be sure to watch the video (above) and on PeterNeuwirth.tv and listen to the podcast on PeterNeuwirthRadio.com.
Scroll down to learn more about these seasoned professionals.
Until next Monday: May you take the opportunity to learn from the experts who have spent their careers working to help us maximize our retirement wealth. — Hope Katz Gibbs, founder and president, Inkandescent® Inc. Inkandescent.us
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About Mendel: With more than 30 years of experience as an executive and leader in the world of investments and asset management, serving as both President and Chief Investment Officer at several major financial institutions. At CapAcuity, Mendel serves as Chief Investment Officer, where he is responsible for leading the firm’s investment advisory services and chairs the firm’s investment committee. He and his team analyze trends in investments and recommend appropriate asset allocation, funding and hedging optimization for CapAcuity’s clients. As a member of CapAcuity’s executive committee, Mendel collaborates on the strategic direction and policies of the firm to effectively grow the organization and to ensure its financial strength and operating efficiency. In addition to his role at CapAcuity, Mendel also serves as an investment committee member of multiple investment partnerships and leads a family real-estate management firm. Since 1984, Mendel has held multiple senior positions with leading investment firms. For 15 years, Mendel was President and Chief Investment Officer of Newport Group Securities. In that role he built, staffed and oversaw an institutional broker-dealer and investment advisor with over $25 billion in assets under advisement.
About CapAcuity: In the executive benefit plan marketplace, change is always part of the landscape—whether driven by markets, by regulations, or by evolving customer preferences. Currently, non-qualified plan sponsors are most concerned about market volatility, investment product costs, service provider consolidation, the participant experience, regulatory compliance, and transparency. At CapAcuity, we recognize these and other significant issues affecting these plans—and through our thought leadership and innovation, we bring a fresh perspective. Our consulting and asset management services help improve financial results for non-qualified plan sponsors, and enhance retirement outcomes for plan participants.
About Peter Neuwirth, FSA, FCA: Pete is an actuary specializing in retirement plan issues. He is a 1979 graduate of Harvard College with a BA in Mathematics and Linguistics. After leaving Harvard, he went to work at Connecticut General Life Insurance, now CIGNA. For the next 38 years, he worked continuously as an actuary, holding significant leadership positions at various firms around the country, including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin, and finally Towers Watson). He spent 5 years as a chief actuary at a regional benefits consulting firm (Godwins), 7 years running a small actuarial firm (Coates Kenney), and one year in a large accounting firm (Price Waterhouse). At the end of 2016, he retired from Towers Watson to focus on writing and researching financial wellness issues. Pete is currently the Senior Consulting Actuary at CapAcuity.