Resource Library
Knowledge built by the industry, shared with our members
Members Only
Participant Education/ Communication
RRC
November 2023
Winter 2023 RRC Summit: Are Plan Sponsors and Participants Aligned?
Members Only
Investment
Retirement Income/ Lifetime Income
Participant Education/ Communication
Financial Wellness
RRC
November 2023
Winter 2023 RRC Summit – Shareable Deck
November 2023: Revisit the RRC Summit in NYC where discussions centered around retirement income, investment themes, and actionable solutions from core and partner research projects, alongside differing perspectives from the RRC Advisory Councils.
November 2023
Winter 2023 RRC Summit Recap
November 2023: Revisit the RRC Summit in NYC where discussions centered around retirement income, investment themes, and actionable solutions from core and partner research projects, alongside differing perspectives from the RRC Advisory Councils.
Members Only
Retirement Income/ Lifetime Income
DCIIA
Retirement Income Committee
October 2023
DCIIA Webinar: Recent Developments in Retirement Income Solutions
Members Only
Governance
Plan Design
Investment
PSI
October 2023
PSI Focus - A Closer Look At Building Retirement "Spending" Plans
Modern DC plans are highly effective retirement “savings” vehicles, and ERISA requires fiduciaries to minimize the risk of large losses with diversified investment options like target date funds, but how do we protect people when diversification fails? This discussion looked at how capital preservation and lifetime income features can help transform retirement “savings” plans into retirement “spending” plans and protect those who are the most sensitive to losses.
Members Only
Plan Design
PSI
October 2023
PSI Webinar - Choice and Evolution in Defaults
Members Only
Financial Wellness
PSI
October 2023
PSI Webinar - A Closer Look At Building Retirement "Spending" Plans
Members Only
Investment
Legal, Regulatory, Policy
DCIIA
Public Policy Committee
October 2023
DCIIA Webinar: Recent and Significant Developments in ERISA Fee and Investment Litigation Webinar
Members Only
Investment
Plan Design
Governance
PSI
October 2023
PSI Focus - Choice and Evolution in Defaults
Since the Pension Protection Act of 2006, QDIAs have become the largest asset gatherers in most defined contribution plans.* Target date funds, the most popular, are offered by 86%+ of plans. But there is an array of other options, and a next generation of solutions is emerging. This PSI Focus explored four main themes guide both the optimal choice of a default today, and their future evolution.
