No. Reimbursements come directly from the PSI Executive Committee, part of DCIIA’s nonprofit organization—not from any industry firm—so they generally do not violate plan sponsor gift or gratuity policies.

PSI members receive an email with a short TRP application several weeks before each Forum. The PSI Executive Committee reviews applications and typically responds within three business days.

The TRP covers round‑trip economy transportation within the U.S. and hotel stays at DCIIA‑preferred hotels. Meals outside the event and local transportation (taxi, rideshare, subway, etc.) are not covered. Approved members book their own travel, keep receipts, and submit an expense report within 30 days of the event.

Your firm must be a PSI member, and applicants must serve in a plan sponsor role (e.g., HR, Finance, Legal, or a fiduciary committee member for the company’s DC plan).

PSI members may be invited to DCIIA Forums, webinars, and plan sponsor–specific roundtables or discussions.

The TRP helps eligible plan sponsors attend DCIIA’s Innovation, Public Policy, and Academic Forums by reimbursing certain travel costs. PSI members receive an email with a short application several weeks before each Forum. Approvals are typically provided within three business days.

Yes—any colleagues involved in plan oversight or administration are welcome to participate.

Plan sponsors can join through an invitation or by completing a brief profile on the DCIIA website.

PSI members receive access to research, benchmarking insights, webinars, roundtables, and invitations to select DCIIA Forums.

Individuals involved in managing or overseeing a defined contribution plan, including HR, Finance, Legal, Benefits, or fiduciary committee members.

No—PSI participation is available to plan sponsors at no cost as part of DCIIA’s mission to support better retirement outcomes.

PSI is DCIIA’s community for plan sponsors, offering education, peer insights, and access to research that supports effective plan design and fiduciary decision‑making.

Members can view active projects and working files in the Resource Library or through RRC communications and webinars.

Partner Members receive a seat on the RRC Executive Committee as part of their membership benefits.

Research priorities are shaped by the RRC Executive Committee, member input, and emerging industry needs.

RRC members have access to the Advisor, Institutional Consultant, and Plan Sponsor Advisory Councils.

Members can participate through Advisory Councils, working groups, or by joining discussions tied to active research initiatives.

RRC members can access published reports, raw survey files, segmentation data, regressions, moderator guides, working files, and active project materials.

Members can log into the DCIIA website and visit the Resource Library. RRC members will see additional research files, working documents, and data sets.

The RRC is DCIIA’s research engine, providing members with data, insights, and analysis on trends shaping the defined contribution ecosystem.

Firms should provide the name and contact information of the individual designated to serve as the alternate board representative. This can be updated at any time by contacting DCIIA.

They can create a profile using the link provided in your welcome materials. Alternatively, you can send their name, email, city, and state to DCIIA staff, who will create profiles on your behalf.

Yes—DCIIA membership is firm‑wide, and there is no limit to the number of colleagues who can be added. 

Attendance is limited to plan sponsors who are part of the Plan Sponsor Institute. HR, Finance, Legal, and fiduciary committee members involved in DC plan oversight are all eligible.

Members of the PSI Alley program also receive one seat at each of the PSI events. Please email membership@dciia.org to inquire about the PSI Alley program. 

‍

PSI Roundtables are small, discussion‑based sessions where plan sponsors share experiences, compare approaches, and explore emerging trends in plan design, investments, and participant behavior.

The RRC Summits are held as a part of each of the three DCIIA forums each year. Attendance is open to RRC members, Partner Members, invited plan sponsors, and select industry participants.

Yes—firms can update names, titles, or contact information through their member profile or by contacting DCIIA support

Yes—attendees receive a confirmation email with logistics including room block and agenda details. If you have lodging related questions please email DCIIA@AvivantPartners.com.

Some events allow additional seats depending on capacity. Firms can contact DCIIA staff at info@dciia.org to check availability.

Seat allocations depend on membership level. Partner Members receive additional seats at the Innovation Forum, Public Policy Forum, and Academic Forum. The Advisor Institute Forum is an invitation-only event. Please reach out to request information or an invitation info@dciia.org. 

Anyone listed under your firm’s membership can register. You can add or update contacts at any time. In-person events do have seat limitations per firm but additional seats can be purchased. 

Committee membership is open to all member firms, and joining is simple. Once added, you’ll receive meeting invites automatically.

Accurate contact information ensures you receive event invitations, Forum updates, webinar links, and other member‑only communications without interruption.

After logging in with your temporary password, you can update it at any time through your member profile. If you need to reset it, use the “Reset Password” link provided in your welcome email. These emails might also end up in the spam or junk folder

Sometimes automated emails land in spam or junk folders. Please check those folders and mark DCIIA as a safe sender so you don’t miss future communications. If you are having trouble please let us know at info@dciia.org

You can log in through the DCIIA website using the username provided in your welcome email and your temporary password. Once logged in, you can update your information, register for events, and access member‑only resources