Retirement Income Committee
The Retirement Income Committee advances research, education, and fiduciary best practices for institutional retirement income solutions, shaping industry dialogue around participant outcomes. It serves as a resource for education, operational standards, portability, and regulatory clarity; supports both guaranteed and non‑guaranteed income options; and helps plan sponsors evaluate, compare, and oversee retirement income offerings. The committee also builds partnerships and conducts research to expand understanding of lifetime income solutions.

Featured Committee Projects
Content is provided in brief, focused topic papers designed to provide a helpful overview of each area. Each asset class paper offers an overview of strategies/structures available and highlights key considerations for implementation and otherwise.
DCIIA Webinar: Examining Retirement Income Solutions Through a Fiduciary and Functional Lens
DCIIA Webinar: Recent Developments in Retirement Income Solutions
Committee Leadership

Jamie McAllister
Callan

Karen Neeley
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