Resource Library
Knowledge built by the industry, shared with our members
Members Only
Investment
DCIIA
October 2025
2025 AF: Keynote: Market Outlook in an Uncertain World
Members Only
Retirement Income/ Lifetime Income
DCIIA
October 2025
2025 AF: The Valuation-Fundraising Disconnect: A Closer Look at Aging Private Equity Funds
Members Only
Investment
DCIIA
October 2025
2025 AF: Research Minute: Challenging Definitions of Accredited Investors
Members Only
Behavioral Finance
DCIIA
October 2025
2025 AF: Together or Apart? Financial Choices in Marriage and Retirement
Members Only
Plan Design
Investment
DCIIA
October 2025
2025 AF: Choice Architecture: Testing Enrollment Strategies at Scale
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
October 2025
Plan Sponsors' Ideal Retirement Income Design: Opt-In, Revocable
This piece presents research on plan sponsor preferences for retirement income design, with a focus on opt-in and revocable structures that preserve participant flexibility. It reflects sponsor sentiment on balancing simplicity, fiduciary considerations, and participant outcomes.
October 2025
Executive Summary: Plan Sponsors' Ideal Retirement Income Design: Opt-In, Revocable
In mid 2025, the project completed its final phase to survey 150+ plan sponsors to understand barriers to retirement income adoption and perspectives on how to integrate products into plan design. Taken together, the findings provide a window into obstacles and the conditions needed for broader adoption.
October 2025
Winter 2025 RRC Summit Recap
October 2025: The RRC gathered in Minneapolis, MN for a Summit geared towards personalization. Topics explored personalization from multiple angles, including challenges to traditional asset allocation assumptions, participant misconceptions about the cor
Members Only
Investment
Retirement Income/ Lifetime Income
Participant Education/ Communication
RRC
October 2025
Winter 2025 RRC Summit – Shareable Deck
October 2025: The RRC gathered in Minneapolis, MN for a Summit geared towards personalization. Topics explored personalization from multiple angles, including challenges to traditional asset allocation assumptions, participant misconceptions about the cor
