Resource Library
Knowledge built by the industry, shared with our members
October 2011
Institutionalizing DC Plans: Reasons Why and Methods How
A DCIIA report on institutionalizing defined contribution plans that explores how adopting institutional investment strategies, governance structures, and plan design improvements can enhance retirement outcomes, reduce fees, improve transparency, and increase income adequacy, while outlining practical steps, benefits, and barriers plan sponsors face in implementing these changes.
August 2011
Plug the Drain: 401(k) Leakage and the Impact on Retirement
DCIIA examines the impact of leakage factors on workers’ retirement income adequacy. We examine how loans, hardship withdrawals, distributions and cash outs impact potential outcomes.
March 2011
Plan Sponsor Survey 2011
Structuring DC Plan Automatic Features to Pump Up Retirement Savings
March 2011
Considerations for Implementing a Custom Target Date Approach:
This guide is designed to help plan sponsors understand the operational considerations when deciding to offer custom target date funds in a defined contribution plan.
Members Only
Investment
Plan Design
Governance
ESG/ Sustainable Investing
Retirement Income/ Lifetime Income
PSI
PSI Focus - Understanding the Pulse of the Plan Sponsor
This presentation summarizes key findings from Capital Group’s 2022 Institutional Retirement Survey of Plan Sponsors. The discussion covered metrics on participation rates, employer match, auto-enrollment, auto-escalation, the core menu, QDIA, TDF marketplace, and more.
