Resource Library
Knowledge built by the industry, shared with our members
July 2020
An Examination of Portability for Lifetime Income
This presentation examines retirement market trends such as an aging population, declining defined benefit plans, and increased demand for guaranteed income options, while highlighting the role of the SECURE Act in improving plan sponsor protections and enabling greater portability of retirement income solutions across plans.
July 2020
Considerations for Offering Private Equity in Defined Contribution Plans
This paper provides a brief overview of the Dept. of Labor's Information Letter and some initial takeaway considerations. Contributors: Bill Ryan, Aon; David Levine and Kevin Walsh, Groom Law Group; Marla Kreindler, Morgan, Lewis & Bockius; Steve Ferber, PIMCO.
July 2020
DOL/EBSA Comment Letter - Financial Factors in Selecting Plan Investments
Comment letter submitted by DCIIA re: Financial Factors in Selecting Plan Investments.
July 2020
Initial Impacts of Coronavirus on Global Defined Contribution Plans
This report provides a snapshot of initial policy responses related to participant access to defined contribution (DC) plans in various global markets as of May 15, 2020.
July 2020
EBSA/DOL Comment Letter - Financial Factors in Selecting Plan Investments Proposed Regulation
Comment letter submitted jointly by American Bankers Association, DCIIA, Insured Retirement Institute, Investment Adviser Association, Investment Company Institute, Securities Industry and Financial Markets Association, and SPARK Institute regarding "Financial Factors in Selecting Plan Investments."
June 2020
DCIIA Webinar: Incorporating ESG Into a DC Plan: Practical Guidance
June 2020
Impact of Coronavirus (COVID-19) on Participants and Plan Sponsors - Shareable Deck
June 2020
Webinar Deck: Incorporating ESG into a DC Plan: Practical Guidance
Webinar deck DCIIA outlining practical guidance for incorporating ESG (Environmental, Social, and Governance) factors into defined contribution retirement plans. It covers plan sponsor perspectives, implementation models, evaluation methods, and tools for monitoring ESG investments across a fund lineup.
May 2020
