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 managed payouts webinar recap Aug 2026

DCIIA Press Release Retirement Income Resources June 2026

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