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.
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.

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
Micruity

Ana Mahony
Addition Wealth

Sid Pailla
Sunny Day Fund

Aaron Schumm
Vestwell

Einat Steklov
Kashable

Laurel Taylor
Candidly

Anuraag Tripathi
Manifest