Resource Library

At its annual member meeting in Palm Beach, DCIIA elected its Executive Committee for the 2020-2021 term, with Mary Beth Glotzbach of Franklin Templeton serving as Chair and Chris Lyon of Rocaton as Vice Chair. The release includes the full committee roster spanning committee chairs, at-large members, and leadership across DCIIA's standing committees.

Northern Trust, NEST Corporation, and The People's Pension cover sustainable investing approaches, how major UK pension funds integrate ESG into their investment processes, and a deep dive into climate change as an intergenerational risk transfer issue for DC plan participants.

Review the agenda of the 2019 DCIIA Academic Forum in NYC.

Originating from DCIIA's Retirement Income Committee, this release announces a series of six white papers under the theme "Design Matters: The Retirement Tier," introducing the concept of a retirement tier as a framework for broadening DC plan goals beyond accumulation to also support participants nearing or in retirement. The series covers the retirement tier's potential components, benefits, challenges, and a roadmap for implementation.

Assess the pros and cons of a key retirement tier decision — whether, how, and to what extent to allow/not allow retirees to stay in the plan and take partial withdrawals.