Resource Library
Knowledge built by the industry, shared with our members
Members Only
Financial Wellness
Behavioral Finance
RRC
July 2021
FinWell - Topline Summary
Members Only
Financial Wellness
Behavioral Finance
Participant Education/ Communication
RRC
July 2021
Financial Wellness and Financial Health – What Are They, What Drives Them, and What Will People Do to Improve Them?
Members Only
Technology/ AI
DCIIA
Editorial and Communications Advisory Group
June 2021
DCIIA Webinar: What's Next for Virtual Presentations
June 2021
Incorporating ESG in DC Plans: A Resource for Plan Sponsors
This comprehensive white paper provides tips for plan fiduciaries considering how to incorporate sustainable investing into a DC plan. It is DCIIA’s second on sustainable investing in DC plans, the first being our 2019 paper, “Sustainable Investing in DC Plans.”
June 2021
DCIIA Global Committee - Secretary-General, Cross-Border Benefits Alliance (CBBA)- Europe
In April 2021, Francesco Briganti, Secretary-General, Cross-Border Benefits Alliance (CBBA)-Europe was a featured guest speaker at a meeting of DCIIA’s Global Committee. This paper shares highlights from his remarks.
Members Only
Behavioral Finance
DCIIA
Workplace Excellence Committee
May 2021
DCIIA Webinar: Best Practices in Employee Resource Groups
Members Only
Retirement Income/ Lifetime Income
Financial Wellness
Behavioral Finance
PSI
May 2021
2021 May PSI Summit - Recap
In this half-day virtual Summit, plan sponsors convened to discuss recent work on the Alliance for Lifetime Income Peak 65 project and discussed improving
DC outcomes and the role of the employer. This included the concept of “generational accounting” – looking at current retirees, those who are almost retired, and future retirees. Additionally, past winners of the annual E&I Award, jointly sponsored by P&I and DCIIA, shared their stories.
Members Only
Technology/ AI
PSI
May 2021
PSI Webinar - PSI Focus - Cybersecurity
Members Only
PSI
May 2021
Spring 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. Topics include cybersecurity, company stock, plan corrections, and ESG.
