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Investment
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RRC
December 2021

Winter 2021 RRC Summit – Shareable Deck

December 2021: Attendees heard from Warren Cormier (RRC), Josh Dietch (T. Rowe Price), Sean Fullerton (Allspring Global Investments), Pam Hess (RRC), Jeff Hutson (Relational Gravity (formerly at Indiana Public Retirement System)), and Lew Minsky (DCIIA).
Investment
Behavioral Finance
Participant Education/ Communication
Financial Wellness
RRC
December 2021

Winter 2021 RRC Summit Recap

December 2021: Attendees heard from Warren Cormier (RRC), Josh Dietch (T. Rowe Price), Sean Fullerton (Allspring Global Investments), Pam Hess (RRC), Jeff Hutson (Relational Gravity (formerly at Indiana Public Retirement System)), and Lew Minsky (DCIIA).
ESG/ Sustainable Investing
Legal, Regulatory, Policy
DCIIA
December 2021

DCIIA ESG Comment Letter for the Department of Labor

DCIIA members support the Department’s considerable efforts and the Proposed Rule’s framing to seek to remove barriers that may prevent the prudent integration of ESG factors into ERISA fiduciary decision-making.
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021

Retiree Spending - Raw Data with Segmentation (data file)

Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021

Retiree Spending - Banner Files (data file)

Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021

Retiree Spending - MaxDiff Results

Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021

Retiree Spending - Segmentation Results

Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021

Retiree Spending - Topline Findings

Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021

Retiree Spending - Raw Data with MaxDiff (data file)

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