Resource Library
Knowledge built by the industry, shared with our members
Members Only
Retirement Income/ Lifetime Income
Technology/ AI
Participant Education/ Communication
PSI
February 2024
2024 February PSI Roundtable - Event Deck
Attendees learned from a wide-ranging agenda, including:
• Integrating AI into a DC Portfolio
• The Retirement Income Dilemma
• RRC Research: Desired Financial Wellness Benefits
• Rethinking How We Measure Participant Outcomes
Members Only
ESG/ Sustainable Investing
DCIIA
Workplace Excellence Committee
February 2024
DCIIA Webinar: McKinsey Presents 2024 "Women in the Workplace"
Members Only
Retirement Income/ Lifetime Income
DCIIA
Retirement Income Committee
February 2024
DCIIA Webinar: Examining Retirement Income Solutions Through a Fiduciary and Functional Lens
February 2024
Executive Summary - The Intersection of Financial Wellness, Data Security, and Participant Engagement: What Are the Implications?
In a unique relationship, financial wellness, data security, and participant engagement levels coalesce to generate a possible conflicting dynamic for employers. Financial wellness programs necessitate a certain degree of data sharing and privacy to operate at full capacity. Yet employees, as will be demonstrated later in this report, hesitate to provide the data necessary for these solutions.
Members Only
Technology/ AI
Financial Wellness
RRC
February 2024
The Intersection of Financial Wellness, Data Security, and Participant Engagement: What Are the Implications?
February 2024
Spring 2024 RRC Summit Recap
February 2024: The RRC convened in California for an immersive Summit featuring curated panels created by the RRC Advisory Councils, including plan sponsors, advisors, and consultants. This Summit dived into timely themes and topics with exclusive insight
Members Only
Investment
Financial Wellness
Participant Education/ Communication
Plan Design
RRC
February 2024
Spring 2024 RRC Summit – Shareable Deck
February 2024: The RRC convened in California for an immersive Summit featuring curated panels created by the RRC Advisory Councils, including plan sponsors, advisors, and consultants. This Summit dived into timely themes and topics with exclusive insight
Members Only
Investment
PSI
December 2023
PSI Webinar - The Real Asset Paradigm Shift
Members Only
Investment
PSI
December 2023
PSI Focus - The Real Asset Paradigm Shift
Recent research was presented on inflation dynamic (cost-push vs. demand-pull), impacts on portfolio returns, and macro-inflationary effects. This led to an evaluation of real assets (REITS) and their relative sensitivity to inflation.
