Where Retirement Innovators Connect

Workplace RetireTech is a new membership community within the DCIIA ecosystem, created with KWP Growth Partners, for the innovators shaping the future of workplace retirement. Anchored by DCIIA’s networks and the KWP Workplace RetireTech Map, members gain visibility, build connections, and engage with the broader workplace retirement ecosystem.

A group of business professionals engaged in conversation around a round table during a conference lunch.

KWP Workplace RetireTech Map

Explore the KWP Workplace RetireTech Map, covering 135+ companies across 11 categories. Each company has a KWP-verified profile with approximately 30 data points, compiled from secondary research and updated periodically.

WRT Mission

To give the innovators and challenger brands in workplace retirement a place to gain visibility and access, learn from peers and DCIIA leadership, and help shape the future of the retirement industry alongside the broader DC community.

Why Join WRT?

Workplace RetireTech brings together the companies introducing fresh thinking to the retirement industry. Members gain visibility, learn from peers and DCIIA leadership, and engage with the broader workplace retirement ecosystem.

Peer-to-peer exchange

Work through shared challenges with other founding members, plus bespoke engagement opportunities with the broader DCIIA community.

Programming and events

Firmwide access to cohort-specific programming and roundtables, plus tickets to founding-member events.

KWP-verified profile

Gain visibility through a profile with approximately 30 datapoints about your company. Enhance it with your own information to reach morethan 36 data points and earn a “company validated” badge. Members can alsosearch peer profiles within the Workplace RetireTech database.

Help shape the 2027 program

Provide input on the 2027 Workplace RetireTech agenda. Founding members receive recognized founding member status and an onboarding experience to help them get oriented within DCIIA.

Extensive resource library

Access educational and knowledge-building resources, DCIIA’s resource library, and DCIIA thought leadership.

WRT Steering Committee

Trevor Gary

Co-Founder & CEO

Micruity

Ana Mahony

Founder & CEO

Addition Wealth

Sid Pailla

Co-Founder, CEO & Board Member

Sunny Day Fund

Aaron Schumm

Founder & CEO

Vestwell

Einat Steklov

Co-Founder & Co-CEO

Kashable

Laurel Taylor

Co-Founder & CEO

Candidly

Anuraag Tripathi

Co-Founder & CEO

Manifest