Insights from plan sponsors on retirement income strategies, covering motivations for adopting lifetime income solutions, the role of legislative clarity, and how consultants can support implementation and decision-making.

Slide deck featuring speakers from Impax Asset Management, Mercer, Stradley Ronon, and Farmers Insurance, covering responsible investment approaches, a representative DC plan structure for ESG implementation, and an overview of the DOL's new ESG-related rule on financial factors in selecting plan investments.

This third paper in the managed account series considers several questions and answers to assist plan sponsors in working with their fiduciary committee to evaluate, select or make changes to the DC plan’s qualified default investment alternative (QDIA).

A DCIIA webinar presentation on retirement plan leakage and emergency savings that explores financial insecurity trends, behavioral barriers to saving, and the impact of limited short-term savings on retirement outcomes, while outlining plan sponsor options such as in-plan and out-of-plan emergency savings solutions and highlighting innovative approaches like sidecar savings models.

Comment letter submitted by DCIIA in response to "Pension Benefit Statements -- Lifetime Income Illustrations."

This paper provides an overview of health savings accounts (HSAs) and explores the benefits and current challenges of offering HSAs to employees

This paper explores best practices for utilization of the HSA as part of a robust retirement strategy.

A slide deck from the RRC and BMO Global Asset Management, covering survey methodology, four distinct ESG investor personas (Motivated, Ready, Pragmatic, and Skeptical), and strategies for increasing participant engagement through ESG investing and active ownership.

In this second-in-a-series white paper, we discuss how plan sponsors can determine whether managed accounts could be right for their plans.