Resource Library

Knowledge built by the industry, shared with our members

Filter by Topic
Organization
Committee
Reset
Oops! Something went wrong while submitting the form.
Legal, Regulatory, Policy
Governance
DCIIA
Global Committee
October 2019

Why GDPR Matters: A Reminder for US Retirement Plan Service Providers and Plan Sponsors

This primer outlines key components of the General Data Protection Regulation (GDPR) and explores its potential implications for multi-national employee benefit plan sponsors and their DC plans. It may be a helpful resource in considering how to respond as similar regulations possibly take effect in the US at the federal or state levels.
DCIIA News
DCIIA
September 2019

9.30.19 DCIIA Supports Pending Regulatory Actions

DCIIA issued a public statement reaffirming its support for three pending regulatory actions relating to multiple employer plans, open MEP structures, and the harmonization of securities offering exemptions, framing each as consistent with its mission to broaden DC plan access and improve retirement security. The release also references background summaries of each regulatory initiative and links to related DCIIA thought leadership on institutionalization and alternative investments.
DCIIA News
DCIIA
September 2019

9.16.19 DCIIA Announces Speakers Bureau

DCIIA announced the availability of its three senior leaders President and CEO Lew Minsky, COO Peg Knox, and RRC Executive Director Warren Cormier as expert speakers, panelists, and moderators for member and non-member events. The release includes biographical profiles and speaking topic areas for each, covering DC plan design, behavioral economics, fiduciary issues, and retirement security policy.
Members Only
Behavioral Finance
DCIIA
August 2019

DCIIA Webinar: How Behavioral Finance and Psychological Biases Can Affect Retirement Income Decision Making

Members Only
Legal, Regulatory, Policy
Plan Design
DCIIA
June 2019

DCIIA Webinar: Innovation in DC Plans and the Impact of Litigation

Members Only
ESG/ Sustainable Investing
DCIIA
ESG Working Group
June 2019

DCIIA Webinar: Sustainable Investing in DC Plans

Members Only
ESG/ Sustainable Investing
Plan Design
DCIIA
ESG Working Group
June 2019

Webinar Deck: Sustainable Investing in Defined Contribution Plans

Slide presentation deck featuring speakers from BlackRock, MSCI, RVK, and Callan, covering the investment case for ESG, implementation paths for DC plan sponsors, fiduciary considerations under DOL guidance, and a real-world case study of CalSavers' ESG fund structure. Companion to DCIIA's white paper of the same name.
DCIIA News
DCIIA
May 2019

5.14.19 Sustainable Investing DC Guide

Produced by DCIIA's member-led ESG Subcommittee, this white paper provides plan sponsors with a practical guide to sustainable investing in DC plans, addressing common terminology, fiduciary considerations, and two primary implementation pathways: adding ESG-themed fund options and integrating ESG factors into manager evaluation. The paper draws on both academic and industry research to make the case for ESG integration as consistent with participants' long-term interests.
ESG/ Sustainable Investing
Governance
DCIIA
ESG Working Group
May 2019

Sustainable Investing in Defined Contribution Plans: A Guide for Plan Sponsors

As the first in a series of best practices guides on sustainable investing within defined contribution (DC) plans, this paper seeks to provide plan sponsors with a base level of knowledge about sustainable investing and integration by focusing on areas that have historically been misperceived.

Stay Informed with DCIIA

Get the latest news, research, and event updates delivered to your inbox.

By clicking Subscribe you're confirming that you agree with our Privacy Policy
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.