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Legal, Regulatory, Policy
DCIIA
Public Policy Committee
January 2022

DCIIA Webinar: Expert Insights: Legislative and Regulatory Priorities for 2022

DCIIA News
DCIIA
January 2022

2-14-22 DCIIA Elects 2022 Executive Committee

At its annual member board meeting, DCIIA confirmed its Executive Committee for 2022, with Mary Beth Glotzbach of Franklin Templeton and Chris Lyon of Goldman Sachs Asset Management/Rocaton Investment Advisors serving as Co-Chairs. The release notes that the 2022 slate retained several leaders from the prior term due to the pandemic and includes the full committee roster.
Members Only
Managed Accounts
ESG/ Sustainable Investing
PEPs
Plan Design
Retirement Income/ Lifetime Income
PSI
December 2021

2021 December PSI Summit - Recap

In this half-day event, a recap covers results from the 2021 Plan Sponsor Survey by DCIIA. This study surfaced plan-level metrics on QDIA re-enrollment, managed account offerings, annuity interest, asset retention upon retirement or termination, PEPs, and ESG.
Members Only
Governance
PEPs
ESG/ Sustainable Investing
Managed Accounts
Plan Design
PSI
December 2021

2021 December PSI Summit - Event Deck

In this half-day event, plan sponsors reviewed and discussed results from the 2021 Plan Sponsor Survey by DCIIA. These results surfaced plan-level metrics on QDIA re-enrollment, managed account offerings, annuity interest, asset retention upon retirement or termination, PEPs, and ESG.
Members Only
Financial Wellness
Behavioral Finance
RRC
December 2021

Winter 2021 RRC Summit

Members Only
ESG/ Sustainable Investing
DCIIA
ESG Working Group
December 2021

DCIIA Webinar: Clarifying ESG Conversations

Members Only
ESG/ Sustainable Investing
RRC
ESG Working Group
December 2021

ESG Investing - Perspectives from DC Practice Leaders

The DCIIA Environmental, Social and Governance (ESG) Subcommittee sought to explore consultants’ views of ESG with respect to their definitions of ESG, demand for ESG investments, barriers to adoption in DC plans, and typical strategies for ESG implementation.
Members Only
Investment
Retirement Income/ Lifetime Income
Financial Wellness
Plan Design
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).

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