Elevating Plan Sponsor Voices

The PSI brings together defined contribution plan sponsors to share knowledge and best practices, build relationships and advance retirement security. We create spaces where decision-makers can learn from peers, access expert perspectives, and shape the future of defined contribution plans.

A group of business professionals engaged in conversation around a round table during a conference lunch.
PSI Mission

To be the leading voice advocating for the future success of the DC plan sponsor community by providing excellent data and research, independent forums for collaboration and thought leadership, and an active network of experts supporting plan sponsors in providing retirement security for their plan participants.

Why Join PSI?

Engage with a community of plan sponsors and industry specialists who share practical experience, strategic perspectives, and guidance you can apply directly to your plan.

Membership is free

Membership is free for DC plan sponsors. There are never fees to attend our events, participate in our research or join committees or peer working groups.

Peer-to-peer exchange

Ability to share interesting ideas, challenges and lessons learned among peers in a safe, plan sponsor-only environment as well as access to DC industry experts in DCIIA’s commercial-free environment.

Access to forums

Access to DCIIA’s member-only webinars and events, including three annual DCIIA Forums and local/PSI-only educational/networking events. Reimbursement for airfare and accommodations to attend the DCIIA Forums are now available for PSI members through the Travel Reimbursement Program.

Influence research and thought leadership

Engagement with DCIIA’s Retirement Research Center, including its Plan Sponsor Advisory Council, to develop plan sponsor-focused research and case studies. The ability to influence and shape DCIIA’s thought leadership agenda in ways that are meaningful to plan sponsors.

Extensive resource library

Access to DCIIA’s extensive resource library that includes proprietary research, webinar and event archives, partner research, case studies, white papers and more searchable by topic and format.

Travel Reimbursement for Members

PSI covers travel expenses (airfare and hotel) for eligible members attending our events. We believe removing barriers to participation strengthens our community and expands access to our programming.

PSI Executive Committee

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Audrey Kent

National Grid

Beth Pattillo
Co-Chair Emeritus

Leidos

Bill Bercek

Amazon

Edward Angel

Fluor Corporation

Hank Levy

Alameda County

Jaime Erickson

Abbott Laboratories

Jessica Hart

Exelon

Joan Perrine

Ernst & Young, LLP

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