DCIIA commentary to the Department of Labor on its re-proposal of the Definition of the Term “Fiduciary.” In providing this commentary, DCIIA seeks to respond to the questions raised by the Department.

In this webinar, hear from Phil Edwards, Curcio Webb; Michael Morin, Fidelity Investments; Aruna Hobbs, MassMutual Financial Group; and Brett Gorman, PIMCO. Archived webinars are exclusively available to DCIIA members and plan sponsors -- please be sure you are logged in to the website to access.

A framework outlining key success factors for defined contribution plans, focusing on plan design, investment structure, and monitoring practices that improve retirement income adequacy, including strategies such as automatic enrollment and escalation, optimized investment menus, and performance metrics to enhance participant savings behavior and retirement readiness.

Focus on Automatic Plan Features

This resource seeks to provide clarification on common questions that plan sponsors and their advisors may have regarding regulations issued by the U.S. Treasury and IRS in July 2014 regarding longevity annuities.

This resource is the third in a series on best practices in implementing automatic features in DC plans and seeks questions that plan sponsors and their advisors may have when putting auto features into practice.

The DOL's “Tips for ERISA Plan Fiduciaries" provides guidance to plan fiduciaries as they select and monitor the TDFs in their DC plan’s investment lineup. This guide from DCIIA is intended to supplement the DOL’s fact sheet and offer additional information on the different types of products that may be available.

The thoughts and suggestions contained in this paper are intended to be a first step in rethinking the way we approach retirement savings communication and education.

This article provides a basic framework for plan sponsors and fiduciaries interested in exploring perspectives on institutionalizing their DC plans.