Forward-looking in its orientation, this piece explores where CITs are headed as regulatory, technological, and market forces continue to evolve. It offers projections and analysis on how CITs will shape the next generation of DC plan investment menus.

DCIIA announced the appointment of Nikki Pirrello as Strategic Advisor and incoming Chief Operating Officer, effective January 2026, bringing over 20 years of institutional investment and retirement industry experience, including a recent tenure as President and Publisher at Pensions & Investments. She will also serve as Executive Director of the DCIIA Plan Sponsor Institute.

In RRC interviews to recordkeepers, one simple question was asked: What keeps you up at night when you consider the opportunities and threats to the DC recordkeeping industry, and your firm, specifically? Collectively, the executives described a model of interrelated factors (often countervailing) they are trying (or need) to optimize to survive (or thrive) in this highly competitive marketplace: the Recordkeepers’ Efficient Frontier.

Leveraging data from the Federal Reserve’s 2022 Survey of Consumer Finances, the authors explore how financial literacy varies among different investors.

Infrastructure assets can be integrated into institutional and individual investment portfolios, exploring the practical considerations of allocation, diversification, and return potential within the context of defined contribution plans.

Despite growing interest in retirement income among industry stakeholders, many employers are still in the early stages of understanding what it would take to bring in-plan income options into the DC plan. The RRC wanted to not only explore whether plan sponsors were evaluating retirement income, but how they were thinking about it—strategically, operationally, and culturally.

There are many factors that influence when and how individuals should claim Social Security benefits. This paper examines the trade-offs between early and delayed claiming strategies and the long-term impact on retirement income security.