Membership

Join a powerful community of leaders committed to improving retirement outcomes and broader financial security.

Elevate Your Firm’s
Visibility and Impact.

Connect with industry leaders and peers already in the room.

Be a Part of the Conversation

This is where the industry’s most important conversations happen, and where your voice can help shape what comes next. Members gain access to exclusive insights, research, and discussions.

Stay Ahead of Emerging Trends

DCIIA provides curated insights and industry intelligence to help you navigate a rapidly changing environment with confidence.

Turn Insights into Action

Our research and strategic analysis equip you to make informed decisions that strengthen your organization and advance the broader industry.

Amplify Your Influence

Your expertise becomes part of a collective effort to improve outcomes for millions of workers as you build relationships with peers who understand the complexities of the industry.

Member Voices

What DCIIA means to our community.

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Sarah Mitchell
Chief Investment Officer, Midwest Pension Fund

"I have been particularly impressed by DCIIA’s diversity and inclusion initiatives. They have advanced this work with a level of purpose and intentionality that seeks to enhance access to retirement security for all American workers."

Michael L. Davis
T. Rowe Price

"I think DCIIA is one of the best-kept secrets in the advisor community. Membership requires a nominal investment for the return. It really pays for itself in that you get ongoing access to insights from the top people in the retirement industry. My senior ERISA consultant tells me he’s locked down when it comes to our DCIIA membership – there’s no way we can go without the access to people and thought leadership that it provides."

Jason Chepenik
OneDigital

“When you have the opportunity to participate in an organization like DCIIA, you feel like you’re having an impact. That feeling inspires you to keep coming back, keep being involved. This is a group with a passion for defined contribution.”

Bill Ryan
The Carlyle Group

“I believe we are doing meaningful work at DCIIA that is pushing the industry forward. What I absolutely love is that individuals — who in their day jobs might be direct competitors — can come together, collaborate, and learn from each other.”

Mikaylee O'Connor
NEPC

“DCIIA is a true community of knowledgeable industry peers who are genuinely committed to improving retirement outcomes. The conversations and connections here broaden my perspective and elevate my work.”

Sara Shean
PGIM

"DCIIA brings together an esteemed mix of practitioners, researchers, and policymakers who are genuinely focused on improving retirement outcomes. Being part of this community has given me access to thoughtful content, candid conversations, and relationships that help us stay grounded in what truly matters for savers."

Amy Chou
Addition Wealth

Become a DCIIA Member

Complete our quick application and join an active community of industry leaders. We’ll reach out and guide you through each step of the membership process.

Member Organizations

Meet the 400+ firms powering DCIIA’s collective impact.

Partner Membership

For maximum access and impact, DCIIA’s partner membership model bundles enhanced visibility and aggregate pricing for various membership benefits and sponsorship opportunities.  

Impact Through Research

Through membership in the RRC you will connect with leaders advancing innovation, influence the annual research agenda, and access working groups and materials.

Exclusive Access

Get exposure to plan sponsors, advisors, consultants, and executive leaders through ongoing webinars, interactive roundtables, and annual events.

Increased Visibility

Make your presence known through speaking opportunities, brand awareness, and recognition at marquee events like the Innovation Forum, the Academic Forum and the DCIIA/EBRI/SPARK Public Policy Forum.

Additional Seats

Partner-level membership includes additional seats at DCIIA in-person events and the Advisor Institute Forum

Standing Committees

DCIIA’s committees are where members come together to exchange ideas, collaborate on emerging issues, and shape the industry’s thought leadership. From webinars and short papers to interactive events, committees offer meaningful ways to contribute and learn from your peers. All members and plan sponsors are invited to participate.

Editorial & Communications Advisory Group

The Editorial and Communications Advisory Group provides guidance on DCIIA’s thought leadership efforts—including events, white papers, and other content—and is composed of communications professionals and subject matter experts from member organizations.

Lee Freitag
Co-Lead
Pacific Life
Danielle Gladstone
Co-Lead
State Street Global Advisors

Global Commitee

Supports development of multi‑national and non‑U.S. defined contribution plans by analyzing global plan design, monitoring legislative and market developments, and identifying best practices. It promotes cross‑border efficiencies, researches international DC systems, and creates practical resources—including case studies and sample governance materials—to help plan sponsors improve oversight, pricing, and operational effectiveness worldwide.

Chris Weirath
Chair
Morningstar, Inc.
Brian Abshire
Vice Chair
Aon

Investment Policy & Design Committee / ESG Working Group

This group advances best practices in DC investment design—especially QDIAs—by promoting research, practical education, and materials that help plan sponsors and policymakers make informed decisions. It curates case studies, develops “how‑to” resources, highlights the value of institutional investment approaches, and provides technical support to other DCIIA committees.

Michelle Rappa
Chair
Neuberger Berman
Hannah Schriner
Vice Chair
Meketa Investment Group

Plan Design & Administration Committee

The Plan Design & Administration Committee provides a forum for sharing best practices in plan design and administration, including the use of institutional investment approaches. It supports plan sponsors by benchmarking plan features and governance standards, encourages strong operational practices, delivers education tailored to multiple audiences, and serves as an operational and technical resource for projects led by other DCIIA committees.

Simon Franklin
Empower
Chair
Sue Walton
Capital Group
Vice Chair

Public Policy Committee

The Public Policy Committee provides a forum for educating the defined contribution community on policy issues, fostering dialogue between policymakers and industry stakeholders, and advocating for sound, mission‑aligned solutions. It coordinates communication between DCIIA members and policymakers, shapes industry and public conversations to improve participant outcomes, and promotes greater awareness and understanding of key policy matters. The committee also builds partnerships with aligned organizations and serves as a resource for communication, education, and best practices across the full range of public policy issues.

Michael Kreps
Chair
Groom Law Group
Alejandro Roman
Vice Chair
S&P Dow Jones Indices

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.

Jamie McAllister
Chair
Callan
Karen Neeley
Vice Chair
Pacific Life

Workplace Excellence Committee

Explores ways that DCIIA can increase awareness and visibility of workplace excellence initiatives. Celebrating Leaders and Rising Stars in the annual Workplace Excellence Awards.

Kai Walker
Bank of America
Chair
Vikrant Arya
TIAA/Nuveen
Vice Chair

Editorial & Communications Advisory Group

The Editorial and Communications Advisory Group provides guidance on DCIIA’s thought leadership efforts—including events, white papers, and other content—and is composed of communications professionals and subject matter experts from member organizations.

Lee Freitag
Co-Lead
Pacific Life
Danielle Gladstone
Co-Lead
State Street Global Advisors

Global Committee

Supports development of multi‑national and non‑U.S. defined contribution plans by analyzing global plan design, monitoring legislative and market developments, and identifying best practices. It promotes cross‑border efficiencies, researches international DC systems, and creates practical resources—including case studies and sample governance materials—to help plan sponsors improve oversight, pricing, and operational effectiveness worldwide.

Chris Weirath
Chair
Morningstar, Inc.
Brian Abshire
Vice Chair
Aon

Investment Policy & Design Committee / ESG Working Group

This group advances best practices in DC investment design—especially QDIAs—by promoting research, practical education, and materials that help plan sponsors and policymakers make informed decisions. It curates case studies, develops “how‑to” resources, highlights the value of institutional investment approaches, and provides technical support to other DCIIA committees.

Michelle Rappa
Chair
Neuberger Berman
Hannah Schriner
Vice Chair
Meketa Investment Group

Plan Design & Administration Committee

The Plan Design & Administration Committee provides a forum for sharing best practices in plan design and administration, including the use of institutional investment approaches. It supports plan sponsors by benchmarking plan features and governance standards, encourages strong operational practices, delivers education tailored to multiple audiences, and serves as an operational and technical resource for projects led by other DCIIA committees.

Simon Franklin
Empower
Chair
Sue Walton
Capital Group
Vice Chair

Public Policy Committee

The Public Policy Committee provides a forum for educating the defined contribution community on policy issues, fostering dialogue between policymakers and industry stakeholders, and advocating for sound, mission‑aligned solutions. It coordinates communication between DCIIA members and policymakers, shapes industry and public conversations to improve participant outcomes, and promotes greater awareness and understanding of key policy matters. The committee also builds partnerships with aligned organizations and serves as a resource for communication, education, and best practices across the full range of public policy issues.

Michael Kreps
Chair
Groom Law Group
Alejandro Roman
Vice Chair
S&P Dow Jones Indices

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.

Jamie McAllister
Chair
Callan
Karen Neeley
Vice Chair
Pacific Life

Workplace Excellence Committee

Explores ways that DCIIA can increase awareness and visibility of workplace excellence initiatives. Celebrating Leaders and Rising Stars in the annual Workplace Excellence Awards.

Kai Walker
Bank of America
Chair
Vikrant Arya
TIAA/Nuveen
Vice Chair

Membership FAQ

Find quick answers to common questions about DCIIA membership but don’t hesitate to reach out for more details.

Who can join DCIIA?

DCIIA membership is held at the firm level and open to organizations across the retirement ecosystem, including asset managers, recordkeepers, advisors, consultants, plan sponsors, fintechs and service providers.

What is the cost of membership?

DCIIA’s annual membership dues are structured by organization type and size, using a tiered model that keeps membership accessible for firms across the industry. Membership is billed annually in January. For details or a personalized quote, reach out to membership@dciia.org.

What is included in my membership?

Members received seats at the three annual in-person forums, access to topical roundtable events and webinars, invitations to regional networking events, access to our curated resource library, and opportunities to contribute thought leadership through committee participation and speaking opportunities.

Membership in the RRC is priced independently and is not included in DCIIA membership dues. Plan Sponsors are welcomed to join the Plan Sponsor Institute at no cost and we offer travel stipends for qualifying individuals through our PSI Travel Reimbursement program.

How many people from my organization can participate?

Membership is firm‑wide, allowing an unlimited number of colleagues to engage online and participate on committees. Members also receive timely research and thought leadership and can attend regional networking events.

Need to add more people to your firm’s existing membership? Click Here

*Seats at DCIIA forums are limited by member firm based on membership tier.

Join the Conversation Today

At DCIIA, we bring together forward-thinking minds to tackle the challenges shaping the industry. By fostering collaboration—through research, engagement, and exclusive member-driven discussions—we empower leaders to drive meaningful progress.