Retirement Income Committee
The Retirement Income Committee advances education and fiduciary best practices for institutional retirement income solutions, shaping industry dialogue around participant outcomes. Serves as an educational resource and helps plan sponsors evaluate and manage income solutions.
Featured Committee Projects
Content is provided in brief, focused topic papers designed to provide a helpful overview of each area.
DCIIA Press Release Retirement Income Resources June 2026
Snapshot | Plan Sponsor Implications and Considerations
This paper is part of a series of short papers designed to provide an overview of key issues that may be a helpful starting point when plan sponsors and others are discussing retirement income in defined contribution plans. Please
be sure to search the DCIIA Resource Library using keyword “retirement income” for other papers in the series and additional resources and updates.
Committee Leadership
Jamie McAllister
Chair
Callan
Karen Neeley
Vice Chair
Pacific Life
Elizabeth Heffernan
Micruity
Heather Ilacqua
Fidelity Investments
Tim Kohn
Whole Foods Market
Sean McCaffery
Fiducient Advisors
Lavina Mehta
Franklin Templeton
Charles Millard
Apollo Global Management/Athene/Vitera
Jeremy Stempien
PGIM/Prudential/Jennison Associates
Don Stroube
Principal
Tamiko Toland
401(k) Annuity Hub