Resource Library
Knowledge built by the industry, shared with our members
April 2019
DCIIA Webinar Global Webinar on Open MEPs: UK, Germany and US Perspectives
March 2019
2018 Custom Target Date Fund (cTDF) Survey
March 2019
3.18.19: Custom Target Date Fund Survey
The DCIIA Retirement Research Center released findings from the retirement industry's first asset allocation analysis of custom target date fund strategies, drawing on data from 65 plans and 673 unique funds representing over $340 billion in cTDF assets. The inaugural survey categorizes allocations across more than 40 asset classes and is intended to support plan sponsors and asset allocators in custom glidepath discussions.
January 2019
DCIIA and WIPN Host Diversity and Inclusion Event
Co-hosted with the Women in Pensions Network at PIMCO's Newport Beach offices, this inaugural member event brought together speakers from McKinsey, LeanIn.org, Korn Ferry, and Cisco to explore diversity, inclusion, and talent pipeline challenges in the defined contribution industry. The event ran alongside DCIIA's annual Innovation Forum, which featured separate sessions on artificial intelligence, ESG implementation, blockchain technology, and retirement savings gaps.
June 2018
Testimony before the ERISA Advisory Council on Employee Welfare and Pension Benefit Plans:
DCIIA offers insights regarding lifetime income (LTI) solutions as a qualified default investment alternative (QDIA) based primarily on the collective input of DCIIA members and plan sponsors as compiled in two surveys conducted by DCIIA in May/June 2018.
May 2018
5.1.18: Press Release – Design Matters, Money Out
The second installment in DCIIA's "Design Matters" series, this white paper focuses on plan distribution options and how sponsors' decisions around withdrawal strategies can directly shape participants' retirement outcomes. It highlights flexible distribution approaches such as partial withdrawals, partial annuitization, and installment payments as tools for helping participants convert account balances into sustainable income streams.
May 2018
Design Matters: Plan Distribution Options
DCIIA believes that one of the primary roles of a DC plan should be to create adequate retirement income for the plan’s participants. This paper covers topics including:Common distribution practices today
Reconsidering and updating plan objectives and design
Retiree-friendly distribution programs
Educating participants about their retirement choices
February 2018
DCIIA Webinar: Global Retirement Income Systems
February 2018
1.29.18: Press Release – DCIIA Elects 2018-2019 EC
At its annual Membership Board Meeting in Fort Lauderdale, DCIIA elected its Executive Committee for the 2018-2019 term, with David Musto of Ascensus serving as Chair and Mary Beth Glotzbach of Franklin Templeton Investments as Vice Chair. The release includes the full roster of committee and at-large members across DCIIA's standing committees.
