A visual framework illustrating how recordkeeping platforms and investment lineups evolve from legacy to newer providers, showing increasing investment sophistication from primarily passive strategies to more advanced offerings that include active-passive approaches, managed accounts, retirement income solutions, and alternative investments.

At a virtual event marking DCIIA's inaugural Diversity and Inclusion Awards, six Leader Finalists were revealed from a pool of 22 Leader and 24 Rising Star nominees submitted by member organizations. The program, developed through DCIIA's member-led D&I Committee, recognized individuals across the retirement and financial services industry for their demonstrated commitment to advancing diversity and inclusion within their organizations and communities.

Explores the evolving retirement income landscape, outlining how plan sponsors can evaluate in-plan versus out-of-plan solutions, assess costs and design choices, and align these decisions with broader retirement objectives.

Insights from plan sponsors on retirement income strategies, covering motivations for adopting lifetime income solutions, the role of legislative clarity, and how consultants can support implementation and decision-making.