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Retirement Income/ Lifetime Income
DCIIA
Retirement Income Committee
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.
Investment
Private Markets
Private Assets
DCIIA
Investment Policy & Design Committee
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.
ESG/ Sustainable Investing
Legal, Regulatory, Policy
Governance
DCIIA
Public Policy Committee
July 2020

DOL/EBSA Comment Letter - Financial Factors in Selecting Plan Investments

Comment letter submitted by DCIIA re: Financial Factors in Selecting Plan Investments.
Financial Wellness
Participant Education/ Communication
DCIIA
Global Committee
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.
Legal, Regulatory, Policy
Governance
Investment
DCIIA
Public Policy Committee
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."
Members Only
ESG/ Sustainable Investing
DCIIA
ESG Working Group
June 2020

DCIIA Webinar: Incorporating ESG Into a DC Plan: Practical Guidance

Members Only
Financial Wellness
RRC
June 2020

Impact of Coronavirus (COVID-19) on Participants and Plan Sponsors - Shareable Deck

Members Only
ESG/ Sustainable Investing
Plan Design
DCIIA
ESG Working Group
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.
Members Only
Investment
RRC
May 2020

2020 Custom Target Date Fund (cTDF) Survey

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