Resource Library

Lisa Massena, CFA, founder of Massena Associates and former Executive Director of OregonSaves, was named DCIIA's new Chief Operating Officer, effective December 1, 2022, with outgoing COO Peg Knox transitioning to a part-time senior advisor role. Coinciding with her hire, DCIIA announced the launch of its Center for Retirement Savings Inclusion, focused on expanding retirement savings coverage and effectiveness across the U.S.

A DCIIA report on alternative investments in defined contribution plans that examines how private real estate, hedge funds, and private equity can enhance diversification, returns, and risk management, while outlining their benefits, implementation strategies, and the key considerations and challenges plan sponsors must evaluate when incorporating these assets into retirement portfolios.

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.

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.

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.