Resource Library
Knowledge built by the industry, shared with our members
Members Only
Participant Education/ Communication
DCIIA
October 2025
2025 AF: A Closer Look at Retirement Planning Tools
Members Only
Technology/ AI
DCIIA
October 2025
2025 AF: GenAI and Financial Planning: Drivers of Adoption and Perceptions of Success
Members Only
Technology/ AI
DCIIA
October 2025
2025 AF: Exit Delayed: How AI is Reinventing the End of Work — and the Start
Members Only
Investment
DCIIA
October 2025
2025 AF: Keynote: Market Outlook in an Uncertain World
Members Only
Retirement Income/ Lifetime Income
DCIIA
October 2025
2025 AF: The Valuation-Fundraising Disconnect: A Closer Look at Aging Private Equity Funds
Members Only
Investment
DCIIA
October 2025
2025 AF: Research Minute: Challenging Definitions of Accredited Investors
Members Only
Behavioral Finance
DCIIA
October 2025
2025 AF: Together or Apart? Financial Choices in Marriage and Retirement
Members Only
Plan Design
Investment
DCIIA
October 2025
2025 AF: Choice Architecture: Testing Enrollment Strategies at Scale
Members Only
Retirement Income/ Lifetime Income
Plan Design
RRC
October 2025
Plan Sponsors' Ideal Retirement Income Design: Opt-In, Revocable
This piece presents research on plan sponsor preferences for retirement income design, with a focus on opt-in and revocable structures that preserve participant flexibility. It reflects sponsor sentiment on balancing simplicity, fiduciary considerations, and participant outcomes.
