Helping You Navigate Your DCIIA Experience

Your membership comes with a lot of opportunities—these FAQs help you understand what’s available and how to access it quickly.

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Committees
Membership Profile & Access
What is the purpose of DCIIA’s committees and what are the benefits of joining?

DCIIA’s standing committees bring members together around the retirement industry topics they care about most. Joining a committee is a great way to explore a targeted area of interest, connect with peers who share that focus, and become part of an active member community. Committees meet virtually 2-4 times per year, with leadership and working groups meeting more frequently.

Committees offer a high-impact way to engage with DCIIA around targeted interests, build meaningful industry connections, and learn from peers who are tackling similar opportunities and challenges. They also create natural pathways for collaboration and leadership through working groups and leadership groups.

Committees
Membership Profile & Access
What do the committees do?

DCIIA’s standing committees power our educational mission and help elevate best practices across the defined contribution industry. They create high‑value content and connection points through webinars, virtual meetings, and concise written primers (“Snapshots”) on timely topics.

Each committee also plays a key role in shaping DCIIA’s flagship events:

  • Innovation Forum Steering Committee: Investment Policy & Design, Global
  • Workplace Excellence Awards Committee: Workplace Excellence
  • Public Policy Forum Steering Committee: Public Policy, Plan Design & Administration

Together, these committees help ensure DCIIA’s programming stays relevant, forward‑looking, and connected to member needs.

Committees
Membership Profile & Access
Who can participate in DCIIA’s committees?

Anyone at a DCIIA member organization, including members of the Plan Sponsor Institute (PSI), can sign up for any of DCIIA’s standing committees. To join, log in to the DCIIA website, visit the committee page that interests you, and click “Join.”

Senior leaders are encouraged to invite team members, mentees, and other colleagues to get involved with DCIIA committees. Committee participation helps organizations get more value from their membership while supporting learning, networking, and relationship-building across the industry.

Committees
Membership Profile & Access
What is the time commitment?

Committee members can choose the level of engagement that works best for them. Full committee meetings are held 2-4 times per year via Zoom and typically include updates on committee initiatives and guest speakers. Members who want to contribute more actively can participate in small working groups, which are formed to advance specific projects in collaboration with committee leadership.

DCIIA is a grassroots organization, and many ideas, topics,and speakers come directly from members. If you would like to suggest a guestspeaker, recommend a timely topic, or help shape a committee conversation,please reach out to DCIIA staff.

Committees
Membership Profile & Access
What is the Editorial and Communications Advisory Group?

The Advisory Group supports DCIIA’s thought leadership initiatives, including virtual events, short papers, and other educational content. Its members include communications professionals and subject‑matter experts from across DCIIA’s membership.

The Group offers practitioner perspectives on short papers and other thought leadership and helps to ensure DCIIA’s content is educational in tone, timely and relevant, and impactful for the retirement ecosystem. The group also provides insights on around thought leadership including but not limited to social media, video, and public relations. Any DCIIA or PSI member is welcome to participate.

Committees
Membership Profile & Access
Does DCIIA have any other committees?

Yes. In addition to standing committees, DCIIA has the following:

  • Executive Committee: Senior leaders from select member organizations who provide strategic guidance and oversight. They meet in person at each Forum and occasionally convene virtually.
  • Forum Steering Committees: Member volunteers who help shape the Innovation Forum and Public Policy Forum. When DCIIA co‑hosts a Forum, representatives from partner organizations also join. Steering Committees typically meet weekly or biweekly for 2–3 months to set agendas, review speaker proposals, and support outreach.
  • Academic Forum & RRC Summits: These are managed by RRC staff, with planning led exclusively by RRC members.

Committees
Membership Profile & Access
What are desired qualities for committee leadership (chair, vice chair, leadership group)?

Committee leaders are selected through a nominations process. Ideal leaders are:

  • Deeply familiar with and committed to DCIIA’s mission
  • Passionate about advancing education and best practices in the industry
  • Able to dedicate time to leading meetings and committee projects
  • Well‑connected within their organization and across the industry, enabling speaker recruitment and idea generation
  • Available for monthly calls and responsive to scheduling needs
  • Positioned within a role or organization aligned with the committee’s focus, ensuring relevant and differentiated project ideas

PSI
Plan Sponsor Travel Reimbursement Program
How do I apply for reimbursement?

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.

PSI
Plan Sponsor Travel Reimbursement Program
Who is eligible for the TRP?

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
Plan Sponsor Institute
What events can PSI members attend?

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

PSI
Plan Sponsor Institute
What is the PSI Travel Reimbursement Program (TRP)?

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.

PSI
Plan Sponsor Institute
Can multiple people from my organization join PSI?

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

PSI
Plan Sponsor Institute
How do I join PSI?

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

PSI
Plan Sponsor Institute
What types of resources does PSI provide?

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

PSI
Plan Sponsor Institute
Who qualifies as a plan sponsor for PSI participation?

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

PSI
Plan Sponsor Institute
Do I need to be a DCIIA member to join PSI?

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

PSI
Plan Sponsor Institute
What is the Plan Sponsor Institute (PSI)?

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.

RRC
Retirement Research Center Access
Where can I find updates on current RRC projects?

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

RRC
Retirement Research Center Access
How do I join the RRC Executive Committee?

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

RRC
Retirement Research Center Access
How does the RRC determine research priorities?

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

RRC
Retirement Research Center Access
What Advisory Councils can RRC members join?

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

RRC
Retirement Research Center Access
How do I get involved in RRC projects?

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

RRC
Retirement Research Center Access
What types of materials are available through the RRC?

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

RRC
Retirement Research Center Access
How do I access RRC research and data?

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

RRC
Retirement Research Center Access
What is the Retirement Research Center (RRC)?

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

DCIIA
Adding Colleagues & Managing Firm Contacts
Who should be listed as our alternate board member representative?

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.

DCIIA
Adding Colleagues & Managing Firm Contacts
How do colleagues create their own member profiles?

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.

DCIIA
Adding Colleagues & Managing Firm Contacts
Can I add colleagues from my firm to our membership?

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

DCIIA
Event Questions
Who can attend the Roundtables?

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. 

DCIIA
Event Questions
What are the PSI Roundtables?

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.

DCIIA
Event Questions
What is the Retirement Research Summit and who can attend?

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.

DCIIA
Event Questions
Can we update attendee information after registering?

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

DCIIA
Event Questions
Will we receive confirmation and event details after registering?

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.

DCIIA
Event Questions
Can we purchase additional seats if we exceed our allocation?

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

DCIIA
Event Questions
How many seats does our firm receive at each Forum?

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

DCIIA
Event Questions
Who at our firm is allowed to register for events?

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. 

DCIIA
Membership Profile & Access
Do we need to be on a committee to attend committee meetings?

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

DCIIA
Membership Profile & Access
Why is it important to keep my member profile information up to date?

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

DCIIA
Membership Profile & Access
How do I change my temporary password?

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

DCIIA
Membership Profile & Access
What should I do if I didn’t receive my login or password email?

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

DCIIA
Membership Profile & Access
How do I log in to my DCIIA member profile?

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