Slide deck featuring speakers from Impax Asset Management, Mercer, Stradley Ronon, and Farmers Insurance, covering responsible investment approaches, a representative DC plan structure for ESG implementation, and an overview of the DOL's new ESG-related rule on financial factors in selecting plan investments.

Webinar discussing methodologies and frameworks for quantifying how ESG factors translate into measurable financial outcomes for institutional investors.

This third paper in the managed account series considers several questions and answers to assist plan sponsors in working with their fiduciary committee to evaluate, select or make changes to the DC plan’s qualified default investment alternative (QDIA).

A DCIIA webinar presentation on retirement plan leakage and emergency savings that explores financial insecurity trends, behavioral barriers to saving, and the impact of limited short-term savings on retirement outcomes, while outlining plan sponsor options such as in-plan and out-of-plan emergency savings solutions and highlighting innovative approaches like sidecar savings models.

Comment letter submitted by DCIIA in response to "Pension Benefit Statements -- Lifetime Income Illustrations."

This paper provides an overview of health savings accounts (HSAs) and explores the benefits and current challenges of offering HSAs to employees

This paper explores best practices for utilization of the HSA as part of a robust retirement strategy.