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
Vice 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