Resource Library

Start here for an overview of the entire white paper series plus the infographic seen on this page.

The full white paper and all resources are available in one pdf.

“Retirement tier” is a broad term; for the purposes of this series, DCIIA has defined it as a range of products, solutions, tools and services, all of which allow a DC plan sponsor to broaden the plan’s goal from one wholly focused on savings to one that also accommodates and supports participants who are near, entering, or in retirement.

Find out why the need to assist retirees and near retirees is being elevated in importance. Reasons include the sheer number of people approaching retirement, the complexity of choices that need to be made and new developments that are making offering assistance and support at and during retirement easier.

Discover how a plan sponsor can create a retirement tier and learn from three hypothetical case studies that are designed to highlight how the process of developing a retirement tier need not be especially complex.

Learn how a retirement tier fits in with a plan's investment tiers. Common misconceptions about the retirement tier and potential components are discussed.

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 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 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.