Awards

Connecting People, Making an Impact

DCIIA celebrates individuals who have distinguished themselves through the meaningful impacts they are making in their organizations, to our industry and in their communities with our annual awards recognition programs.

DCIIA Workplace Excellence Awards

This annual recognition program honors both Leaders and Rising Stars for their work to create community in the office as well as improve the quality of life outside of it.
The Workplace Excellence Awards Dinner is hosted in conjunction with DCIIA's Innovation Forum.

Cheers to Our Leaders & Rising Stars

Antonio Arduini
Director

BlackRock

2025
Leader
Claire Berry
Marketing Associate and Client Manager

Edelman Financial Engines

2025
Rising Star
Jonathon Breland
Director, Financial Services Data Strategy

OneDigital

2025
Rising Star
Stephen Briggs
Business Development Associate

Custodia Financial

2025
Rising Star
Brandon Buckley
Junior Producer

Newfront Retirement Services, Inc.

2025
Rising Star
Karen Casillas
Vice President, Financial Advisor

CAPTRUST

2025
Leader
Christopher Ceder
Senior Retirement Strategist

Goldman Sachs

2025
Rising Star
Sean Cribbin
Head of Retirement Product Solutions

Nuveen

2025
Rising Star
Jonica Crumley
Director, Product Management

Principal Financial Group

2025
Rising Star
Liam Curtin
Regional Director, DCIO CIT Distribution

FIS Reliance Trust

2025
Rising Star
Matthew Dolezalek
Sr. Strategic Relationship Manager

Pacific Life

2025
Rising Star
Pedro Dominguez
Financial Planner

Francis LLC

2025
Rising Star
Kelly Dunmore
Director, Retirement Programs

ITW

2025
Rising Star
Michael Esselman
Chief Investment Officer

OneDigital

2025
Rising Star
Mack Fuller
Managing Director, Senior Portfolio Manager & Head of Sustainable Investing

PineBridge Investments

2025
Rising Star
Megan Hart
Head of West Region

Allspring Global Investments

2025
Leader
Greg Kaplan
President, Retirement Services

Newfront Retirement Services, Inc.

2025
Leader
Euphrasie Koffi
Manager

Ascensus

2025
Leader
Steven Krichbaum
Director of Research, Equity

T. Rowe Price

2025
Leader
Ana Mahony
CEO & Founder

Addition Wealth

2025
Leader
Lucian Marinescu
Head of Investments, Institutional & Retirement Solutions

Morningstar Investment Management

2025
Leader
Zhi Martinez
Sr. Director, Head of Strategy & Planning, Vanguard Workplace Solutions Advice & Wellness

Vanguard Group

2025
Leader
Brendan McCarthy
Head of Nuveen Retirement Investing

Nuveen

2025
Leader
Vidur Mehra
SVP - Defined Contribution

PIMCO

2025
Leader
Jonathan Nolan
VP, Investment Consulting Services

Francis LLC

2025
Leader
Monica Oswald
VP, Retirement Operations

Principal Financial Group

2025
Leader
Priya Punatar
Director, Strategic Research

Fidelity Investments

2025
Leader
Hunter Richardson
EVP, Chief Administrative Officer

FMOL Health

2025
Leader
Bill Ryan
Managing Director, Head of Retirement Solutions

Carlyle

2025
Leader
Jeri Savage
Lead Retirement Strategist

MFS

2025
Leader
Sue Seitz
Director of Compensation & Benefits

Schwarz Partners

2025
Leader
Ed Shehan
Director, Workplace Benefits

Bank of America

2025
Leader
Tiffany Shi
Investment Director

Cambridge Associates

2025
Leader
Chris Stout
Head of National Markets

Pacific Life

2025
Leader
Anuraag Tripathi
CEO and Co-Founder

Manifest

2025
Leader
Alvaro Vega
SVP

Callan

2025
Leader
Carol Waddell
Head of Retirement Solutions Group

Empower

2025
Leader

Plan Sponsor Workplace Excellence Awards

Pensions & Investments (P&I) and the Defined Contribution Institutional Investment Association are introducing the P&I/DCIIA Workplace Excellence Awards for plan sponsors, a new program for 2026 recognizing executives who are strengthening workplace retirement plans and improving outcomes for participants. The awards nominations will launch in the spring and the inaugural awards recipients will debut at the DC West Conference, October 25-27 in Huntington Beach, California.

The initiative marks an evolution of P&I and DCIIA's long-running Excellence & Innovation Awards, first introduced in 2011, and presented annually at DC West. The new Workplace Excellence Awards program broadens the focus to recognize more plan sponsors and highlight leading practices across retirement plan management.

Each year, plan sponsors will be recognized in five categories (below):

  • Plan Design
  • Investments
  • Technology/Use of AI
  • Financial Wellbeing
  • Bright Idea

The program aims to showcase sponsors advancing innovation and strengthening retirement security for millions of employees across the U.S.

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