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.
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.
Upcoming PSI Events
Connect with plan sponsors shaping retirement security
DCIIA / EBRI / SPARK Public Policy Forum
PSI Roundtable & Chicago Ambassador Event
Travel Reimbursement for Members
PSI Executive Committee
Edward Angel
Fluor Corporation
Bill Bercek
Amazon
Lindsey Castle
Benaroya Research Institute
Jaime Erickson
Abbott Laboratories
Margaret (Peggy) Flynn
Consolidated Edison Inc
Kenneth Hales II
Warner Bros Discovery
Kevin Hanney
CapitalArts Global
Jessica Hart
Exelon
PSI Allies
DCIIA collaborates with plan sponsors, service providers, and research institutions to drive meaningful change. These partnerships strengthen our collective voice and expand our reach across the retirement industry. We are grateful to our members who are also PSI Allies.
Member Voices
What DCIIA means to our community.
"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."
"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."
“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.”
“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.”
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“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.”
"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."
