Resource Library
Knowledge built by the industry, shared with our members
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021
Retiree Spending - MaxDiff Results
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021
Retiree Spending - Segmentation Results
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021
Retiree Spending - Topline Findings
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
November 2021
Retiree Spending - Raw Data with MaxDiff (data file)
November 2021
Managed Accounts: Asset Allocation Review | Paper #4
This fourth paper in the managed account series aims to offer additional transparency about MA providers’ investment and personalization approaches.
Members Only
Legal, Regulatory, Policy
DCIIA
Public Policy Committee
September 2021
DCIIA Webinar: Update on Legislative/Regulatory Insights
Members Only
Plan Design
PSI
September 2021
PSI Webinar - PSI Focus - Plan Leakage
Members Only
Plan Design
PSI
September 2021
PSI Webinar - 2021 September PSI Summit
Members Only
Plan Design
Investment
PSI
September 2021
Fall 2021 PSI Focus - General Recaps
In the PSI Focus discussion series, PSI members share questions, ideas, and insights around specific topics in one-hour virtual conversations. Key takeaways from these meetings are highlighted in this general recap. Topics include white label funds, plan leakage, and rollovers.
