FEED Validator

for Atom and RSS and KML

Congratulations!

This is a valid RSS feed.

Recommendations

This feed is valid, but interoperability with the widest range of feed readers could be improved by implementing the following recommendations.

Feeds should not be served with the "application/octet-stream" media type [help]
line 15, column 0: description should not contain style tag (10 occurrences) [help]
```
<description><![CDATA[<style>
```

line 929, column 0: description should not contain data-auth attribute [help]

<description><![CDATA[<p><span style="font-family: Arial; font-size: 16px;"> ...

line 929, column 0: description should not contain originalsrc attribute [help]

<description><![CDATA[<p><span style="font-family: Arial; font-size: 16px;"> ...

line 929, column 0: description should not contain shash attribute [help]

<description><![CDATA[<p><span style="font-family: Arial; font-size: 16px;"> ...

line 929, column 0: description should not contain data-linkindex attribute [help]

<description><![CDATA[<p><span style="font-family: Arial; font-size: 16px;"> ...

line 929, column 0: style attribute contains potentially dangerous content: font-variant-numeric (23 occurrences) [help]
```
<description><![CDATA[ ...
```

line 1030, column 1838: description should not contain relative URL references: info@dciia.org [help]

... an></p><style></style><style></style>]]></description>
                                             ^

Source: http://dciia.org/resource/rss/news.rss

<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom">
<channel>
<title>News & Press</title>
<link>https://dciia.org/news/</link>
<description><![CDATA[ Read about recent events, essential information and the latest community news. ]]></description>
<lastBuildDate>Sat, 4 May 2024 01:31:50 GMT</lastBuildDate>
<pubDate>Tue, 30 Apr 2024 17:28:00 GMT</pubDate>
<copyright>Copyright © 2024 Defined Contribution Institutional Investment Association</copyright>
<atom:link href="http://dciia.org/resource/rss/news.rss" rel="self" type="application/rss+xml"></atom:link>
<item>
<title>Defined Contribution Industry Calendar</title>
<link>https://dciia.org/news/407731/</link>
<guid>https://dciia.org/news/407731/</guid>
<description><![CDATA[<style>
#right {display: none !important;}
#left {width: 100% !important;}
</style>
This list is meant to serve as a reference for DCIIA members and staff and is not intended to be a fully comprehensive list of industry events nor an endorsement of any non-DCIIA events. If you have an event you’d like to submit for consideration, or if you have updates or corrections to existing items, please contact <a href="mailto:info@dciia.org">info@dciia.org</a>.
We hope you find this helpful!

<div class="container-fluid">
<div class="row">
<hr />
<h3>2024</h3>
<div class="col-sm-3">
<h4>First Quarter</h4>

Women in Retirement Conference January 10-12, 2024 Isle of Palms, SC 
<a target="_blank" href="https://womeninretirement.org/wirc/">Find out more</a>


NABE Economic Policy Conference February 14-16, 2024 Washington, DC 
<a target="_blank" href="https://nabe.com/NABE/Events/Event_List/">Find out more</a>



LIMRA Distribution Conference February 26-28, 2024 Fernandina Beach, FL
<a target="_blank" href="https://www.limra.com/en/events/conferences/2024/2024-distribution-conference/">Find out more</a>




DCIIA Diversity, Equity, and Inclusion Awards
 February 27, 2024 Newport Beach, CA 
<a target="_blank" href="https://dciia.org/page/diversityinclusionevents">Find out more about the Awards</a> 



DCIIA Innovation Forum
 February 28, 2024 Newport Beach, CA 
<a target="_blank" href="https://dciia.org/page/innovationforum">Find out more about the Forum</a> 


DCIIA Retirement Research Center Summit
 February 29, 2024 Newport Beach, CA 
<a target="_blank" href="https://dciia.org/page/rrcevents">Find out more about RRC events</a> 


PLANSPONSOR Roadmap 2024: Financial Wellness
 March 7, 2024 Livestream 
<a target="_blank" href="https://www.plansponsor.com/events/2024roadmap/">Find out more</a> 



NAST Legislative Conference
 March 10-12, 2024 Washington, D.C. 
<a target="_blank" href="https://nast.org/conferences/2024-legislative-conference/">Find out more</a>




P&I East Coast Defined Contribution
 March 10-12, 2024 Orlando, FL 
<a target="_blank" href="https://web.cvent.com/event/518dded8-c58f-4a1e-8832-d04aa4b0f56d/summary?RefId=2024DCEPISite">Find out more</a>




PREA Spring Conference
 March 21-22, 2024 Nashville, TN 
<a target="_blank" href="https://prea.org/events/upcoming-events/">Find out more</a>



</div>
<div class="col-sm-3">
<h4>Second Quarter</h4>

NAPA 401(k) Summit April 7-9, 2024 Nashville, TN 
<a target="_blank" href="https://napasummit.org/">Find out more</a>

LIMRA Life Insurance & Annuity Conference April 15-17, 2024 San Antonio, TX 
<a target="_blank" href="https://www.limra.com/en/events/conferences/2024/2023-life--annuity-conference/">Find out more</a>


II DC Institute April 16-17, 2024 Chicago, IL 
<a target="_blank" href="https://www.iinow.com/DC-Institute/dc-institute-chicago-2024">Find out more</a>


DCIIA/SPARK Public Policy Forum June 4-5, 2024 Washington, DC 
<a target="_blank" href="https://dciia.org/page/publicpolicyforum">Find out more</a>


PLANSPONSOR National Conference June 5-7, 2024 Chicago, IL 
<a target="_blank" href="https://www.plansponsor.com/events/2024psnc/">Find out more</a>


Advisor Institute Forum June 23-25, 2024 Kohler, WI 
<a target="_blank" href="https://dciia.org/page/AdvisorInstituteForum">Find out more</a>

</div>
<div class="col-sm-3">
<h4>Third Quarter</h4>

II Defined Contribution Institute September 10-11, 2024 Half Moon Bay, CA 
<a target="_blank" href="https://www.iinow.com/DC-Institute/dc-institute-half-moon-bay-2024">Find out more</a>


ERISA 50th Anniversary Symposium and Gala September 12, 2024 Washington, DC 
<a target="_blank" href="www.erisa50.org">Find out more</a>


NAGDCA Annual Conference September 15-18, 2024 Phoenix, AZ 
<a target="_blank" href="https://www.nagdca.org/news-events/annual-conference/past-future-conference-locations/">Find out more</a>

</div>
<div class="col-sm-3">
<h4>Fourth Quarter</h4>

Institutional Certified 401(k) Professional (“iC(k)P”) Program October 2024 Los Angeles, CA 
<a target="_blank" href="https://dciia.org/page/iCkPProgram">Find out more</a>


CIEBA Annual Meeting October 15, 2024 
<a target="_blank" href="https://www.cieba.org/index.php?option=com_jevents&task=icalrepeat.detail&evid=43&Itemid=149&year=2024&month=10&day=15&title=cieba-october-2024-annual-meeting&uid=2af1858e2767926ef0e9fe93e412106c">Find out more</a>


PREA Institutional Investor Conference October 23-25, 2024 Washington, D.C. 
<a target="_blank" href="https://prea.org/events/upcoming-events/">Find out more</a>




SPARK Fall Forum November 3-5, 2024 Palm Beach, FL 
<a target="_blank" href="https://www.sparkinstitute.org/event-list/future-conferences/">Find out more</a>



2024 PLANADVISER 360 November 10-13, 2024 Scottsdale, AZ 
<a target="_blank" href="https://www.planadviser.com/events/pa360/">Find out more</a>


</div>
</div>
</div>
<style></style>]]></description>
<category>Industry Events</category>
<pubDate>Tue, 11 Jan 2022 05:00:00 GMT</pubDate>
</item>
<item>
<title>Lew Minsky and Pam Hess Speaking at SVIA</title>
<link>https://dciia.org/news/671376/</link>
<guid>https://dciia.org/news/671376/</guid>
<description><![CDATA[DCIIA's Lew Minsky and Pam Hess are speaking at this week's SVIA Spring Seminar in Orlando, Florida. They are participating in a panel discussion on "Understanding Participant Cash Flows Post-Pandemic." The 2024 Spring Seminar focuses on the role of stable value today, plan design trends, how the asset class can help create effective decumulation solutions, and the future of stable value. Learn more: <a href="https://www.stablevalue.org/svia-events/spring-seminar-2024/">Spring Seminar 2024 - Stable Value</a>]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 30 Apr 2024 18:28:00 GMT</pubDate>
</item>
<item>
<title>DCIIA Recognized as PLANADVISER Vision Award Winner</title>
<link>https://dciia.org/news/669574/</link>
<guid>https://dciia.org/news/669574/</guid>
<description><![CDATA[We are proud and honored to be recognized by PLANADVISER as a 2024 Vision Award Winner -- we look forward to celebrating at the Industry Leader Awards on May 8th in New York City! <a href="https://www.planadviser.com/awards/2024-planadviser-vision-awards/" target="_blank">Learn more about the awards</a><a href="https://www.planadviser.com/events/2024pail/" target="_blank">Learn more about the May 8 event</a> ]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 9 Apr 2024 14:06:00 GMT</pubDate>
</item>
<item>
<title>Nominations open for 2024 Excellence & Innovation Awards program</title>
<link>https://dciia.org/news/669045/</link>
<guid>https://dciia.org/news/669045/</guid>
<description><![CDATA[DCIIA and Pensions & Investments have opened nominations for this year’s Excellence & Innovation Awards program. Now in its 13th year, the program seeks to recognize defined contribution plan executives and their internal teams for well-executed, creative and groundbreaking projects that help participants prepare for retirement. Entries are judged on innovation as well as excellence in execution.<a href="https://www.pionline.com/excellence-innovation-awards/nominations-open-2024-excellence-innovation-awards-program" target="_blank">Read the full article in P&I and access online nomination information</a>P&I and DCIIA will review projects that were implemented on or after Jan. 1, 2023. Winners will be recognized at P&I’s West Coast Defined Contribution Conference, which will be held from Oct. 20 to Oct. 22 in Pasadena, Calif. Entries for this year’s awards are due May 17. Participation in the program is free. ]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 2 Apr 2024 20:15:00 GMT</pubDate>
</item>
<item>
<title>Pam Hess in PLANSPONSOR Webinar: The Evolution of QDIAs</title>
<link>https://dciia.org/news/669022/</link>
<guid>https://dciia.org/news/669022/</guid>
<description><![CDATA[The DCIIA RRC's Executive Director, Pam Hess, recently participated in a webinar hosted by PLANSPONSOR magazine, The Evolution of QDIAs.Read more: <a href="https://www.plansponsor.com/2024-ps-webinar-the-evolution-of-qdias/?layout=print">2024 PS Webinar: The Evolution of QDIAs | PLANSPONSOR</a>Access the replay: <a href="https://issgov.zoom.us/webinar/register/WN_98HZ2GevRdqbichzETrGpg#/registration">Webinar Registration - Zoom</a>Target-date funds are the prevalent choice among qualified default investment alternatives, but the more flexible, custom target-date offerings account for less than one-quarter of those investments, with managed accounts even less utilized. This webinar will explore the desire for both retirement income and customization in default investments and whether that will lead to an evolution of target-date offerings or even a QDIA revolution altogether? Plan sponsors will hear from peers and industry experts about the options for getting participants the age-appropriate service and advice they need to optimize investment and drawdown outcomes. Panelists Michael Esselman, Vice President of Investments, OneDigital Retirement + Wealth Pam Hess, Executive Director at the DCIIA Retirement Research Center Kenneth E. Levine, Executive Director, Global Retirement Strategy, RTX]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 2 Apr 2024 18:42:00 GMT</pubDate>
</item>
<item>
<title>Report and Webinar Replay from the Collaborative for Equitable Retirement Savings</title>
<link>https://dciia.org/news/667756/</link>
<guid>https://dciia.org/news/667756/</guid>
<description><![CDATA[Visit <a href="https://www.cfers.org/" target="_blank">CFERS.org</a> to learn more about The Collaborative for Equitable Retirement Savings and to access the inaugural report, related summary and webinar replay.<a href="https://www.morningstar.com/business/insights/research/cfers-racial-gender-disparities-401k-plans" target="_blank">Report</a> <a href="https://www.morningstar.com/products/retirement-research-center/cfers-summary-401k-disparities" target="_blank">Summary</a><a href="https://retirement.morningstar.com/morningstar-virtual/Initial-Findings-from-the-Collaborative-for-Equitable-Retirement-Savings?utm_bmcr_source=cfers" target="_blank">Webinar replay</a>Read the press release below:New Report Reveals How Retirement Plan Design Can Address the Racial and Gender Retirement Savings Gap Morningstar Retirement, Defined Contribution Institutional Investment Association, and Aspen Institute Financial Security Program release first report to address race and gender disparities in 401(k) plans CHICAGO--(BUSINESS WIRE) -- The Collaborative for Equitable Retirement Savings today published its first report, <a href="https://www.morningstar.com/business/insights/research/cfers-racial-gender-disparities-401k-plans" target="_blank">“Racial and Gender Disparities in 401(k) Account Balances: How Large are They and What is Causing Them?”</a> It examined anonymized 2022 data from nine 401(k) plan sponsors across approximately 180,000 active plan participants and found that, even after controlling for salary and tenure, significant race and gender disparities remain in account balances. The report attributes those differences to variations in contribution, loan, and preretirement withdrawal behavior. The <a href="https://www.cfers.org/" target="_blank">Collaborative</a>—including Morningstar Retirement, Defined Contribution Institutional Investment Association (DCIIA), and the Aspen Institute Financial Security Program—was formed in 2023 as a multi-stakeholder initiative to understand the complex decisions of savers and make retirement savings more inclusive and efficient. Additional findings from the first report include:<ul><li>Black and Hispanic females contribute lower percentages of their salaries than their counterparts after controlling for age, salary, tenure, and plan design variables.</li><li>Black and Hispanic workers withdraw a larger portion of their account balances before retirement and take these preretirement withdrawals more frequently than their white counterparts. These differences grow more extreme the closer people get to retirement.</li><li>Black participants have a higher probability of having an outstanding loan than their white counterparts. At ages 55-59, both Black men and Black women have a 49% probability of having a loan outstanding.</li><li>The report’s simulation results indicate that eliminating preretirement withdrawals would substantially mitigate race and gender disparities, particularly for early- and mid-career 401(k) participants.</li></ul> “It’s well known that there are racial and gender disparities in retirement account balances, but these disparities are not fully explained by different economic circumstances such as income or tenure,” said Jack VanDerhei, director of retirement studies for the Morningstar Center for Retirement & Policy Studies and the report’s lead author. “This paper is the start of a multi-phased effort to model the effects of these disparities and test the effectiveness of different steps employers and policymakers could take. Our initial findings suggest that reducing preretirement withdrawals can significantly narrow racial and gender disparities in 401(k) outcomes.” “Through CFERS, we are working to ensure that retirement plan participants can reach their retirement and broader financial goals. Examining the retirement savings data, and the underlying behaviors, around the existing disparities has unveiled preliminary insights that will help the retirement savings system evolve to address the racial and gender wealth gap,” said Lew Minsky, president and chief executive officer of DCIIA. “Retirement savings are the second largest source of household wealth in the U.S., which means that our efforts to close larger racial and gender wealth gaps require a retirement savings system that works for everyone,” said Karen Biddle Andres, director of impact strategy and partnerships at the Aspen Institute Financial Security Program. “This report signals that minor plan and benefit changes can likely translate to significant increases in the retirement savings balances of Black and Hispanic households in particular. Continuing this level of cross-sector collaboration, testing, and innovation will help our retirement savings system realize its promise in Americans’ financial lives.” The Collaborative’s first publication is focused on its first two of five phases of analysis. The five phases are: identifying existing racial and gender disparities in account balances after controlling for salary and tenure; identifying the causes of such disparities by analyzing race/gender differences in participation, contribution, asset allocation, and loan and preretirement withdrawal behavior; incorporating a stochastic accumulation model to show how these disparities will evolve by retirement age; focusing on how plan design, benefit, and policy changes are likely to influence disparities; and incorporating the stochastic decumulation module from the Morningstar Model of U.S. Retirement Outcomes to allow for the analysis of various risk management techniques. A summary of the first report can be found here. About The Collaborative for Equitable Retirement Savings The Collaborative for Equitable Retirement Savings is a multi-stakeholder initiative in the U.S. that aims to make retirement savings more inclusive by addressing and mitigating race and gender disparities in 401(k) plans. The coalition analyzes challenges and opportunities for equitable retirement savings through data-driven research and analysis; champions policy changes and best practices for employers and recordkeepers to promote diverse participation and savings in 401(k) plans; provides resources and tools to raise awareness about retirement savings disparities and empower individuals to make informed decisions; and brings together key stakeholders from across the retirement industry to work towards solutions. For more information, visit https://www.cfers.org. About Morningstar Retirement Morningstar Retirement empowers investor success by providing research- and technology-driven products and services that help individuals reach their retirement goals. With advisory services provided by Morningstar Investment Management LLC, Morningstar Retirement supports and collaborates with workplace retirement plans and other industry players to differentiate their services, stay competitive, and reach new markets, all in service of building a better retirement system. Morningstar Retirement not only helps people save for the retirement they want but helps them make their money last once they get there. About The Morningstar Center for Retirement & Policy Studies The Morningstar Center for Retirement & Policy Studies has the mission to help improve the U.S. retirement system by arming decision- and policy-makers with unbiased and actionable data and analysis. The Center draws on the capabilities of Morningstar Retirement to fuel its commitment to helping people achieve better retirement outcomes. About Morningstar, Inc. Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $286 billion in assets under advisement and management as of Dec. 31, 2023. The Company operates through wholly- or majority-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X @MorningstarInc. About Defined Contribution Institutional Investment Association (DCIIA) Founded in 2010, DCIIA is a non-profit association dedicated to enhancing the retirement security of America’s workers. DCIIA’s 300+ member organizations include investment managers, consultants and advisors, law firms, recordkeepers, insurance companies, data providers, plan sponsors (through the Plan Sponsor Institute) and others who are collectively committed to the best interests of plan participants. DCIIA also conducts proprietary research and participates in industry collaboration on retirement topics via the DCIIA Retirement Research Center. DCIIA is the association partner of the Journal of Retirement. For more information, visit: www.dciia.org. About the Aspen Institute Financial Security Program The Aspen Institute Financial Security Program’s (Aspen FSP) mission is to illuminate and solve the most critical financial challenges facing American households and to make financial security for all a top national priority. We aim for nothing less than a more inclusive economy with reduced wealth inequality and shared prosperity. We believe that transformational change requires innovation, trust, leadership, and entrepreneurial thinking. Aspen FSP galvanizes a diverse set of leaders across the public, private, and nonprofit sectors to solve the most critical financial challenges. We do this through deep, deliberate private and public dialogues and by elevating evidence-based research and solutions that will strengthen the financial health and security of financially vulnerable Americans. To learn more, visit AspenFSP.org, join our mailing list at http://bit.ly/fspnewsletter, and follow @AspenFSP on X and LinkedIn as The Aspen Institute Financial Security Program.See the official news release here: <a href="https://newsroom.morningstar.com/newsroom/news-archive/press-release-details/2024/New-Report-Reveals-How-Retirement-Plan-Design-Can-Address-the-Racial-and-Gender-Retirement-Savings-Gap/default.aspx">New Report Reveals How Retirement Plan Design Can Address the Racial and Gender Retirement Savings Gap | Morningstar, Inc.</a> ©2024 Morningstar, Inc. All Rights Reserved.]]></description>
<category>DCIIA News</category>
<pubDate>Mon, 1 Apr 2024 05:00:00 GMT</pubDate>
</item>
<item>
<title>DCIIA in the News</title>
<link>https://dciia.org/news/543632/</link>
<guid>https://dciia.org/news/543632/</guid>
<description><![CDATA[Here's a look at DCIIA's recent press coverage:


Spring 2024


PLANADVISER: <a href="https://www.planadviser.com/race-gender-disparities-still-evident-retirement-account-balances/" target="_blank">Race, Gender Disparities Still Evident in Retirement Account Balances</a> (CFERS coverage)401k Specialist: <a href="https://401kspecialistmag.com/redefining-401k-data-collection-for-racial-and-gender-groups/?amp=1" target="_blank">Redefining 401(k) Data Collection for Racial and Gender Groups</a> (CFERS coverage)


Investment News: <a href="https://www.investmentnews.com/retirement/news/race-gender-gaps-in-401k-use-go-beyond-income-report-finds-251116" target="_blank">Race, gender gaps in 401(k) use go beyond income, report finds</a> (CFERS coverage)



NAPA News: <a href="https://www.napa-net.org/news-info/daily-news/can-plan-design-changes-close-racial-and-gender-savings-gap" target="_blank">Can Plan Design Changes Close the Racial and Gender Savings Gap?</a> (CFERS coverage)




Winter / Spring 2024


Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/dei-efforts-built-community-engagement-open-discussions" target="_blank">DEI efforts built on community engagement, open discussions</a>


Winter 2023


Plansponsor: <a href="https://www.plansponsor.com/incorporating-alternatives-into-dc-plans-brings-challenges-opportunities-for-plan-sponsors/?utm_source=newsletter&utm_medium=email&utm_campaign=Newsdash&oly_enc_id=3681H1227356C8W" target="_blank">Incorporating Alternatives Into DC Plans Brings Challenges, Opportunities for Plan Sponsors</a>


Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/employers-urged-change-401k-contributions-shrink-racial-income-disparities" target="_blank">Employers urged to change 401(k) contributions to shrink racial, income disparities</a>


Plansponsor: <a href="https://www.plansponsor.com/which-matters-more-when-recruiting-wages-or-benefits/" target="_blank">Which Matters More When Recruiting, Wages or Benefits?</a>


401K Specialist: <a href="https://401kspecialistmag.com/employers-one-way-to-break-through-the-barriers-to-financial-help/" target="_blank">Employers -- One Way to Break Through the Barriers to Financial Help?</a>


Fall 2023


Plansponsor: <a href="https://www.plansponsor.com/whole-foods-will-add-benefit-to-plug-workers-saving-gaps/" target="_blank">Whole Foods Plans Benefit to Plug Workers’ Saving Gaps</a>


Planadviser: <a href="https://www.planadviser.com/experts-good-demographic-data-key-driving-plan-design/" target="_blank">Experts: Good Demographic Data Key to Driving Plan Design</a>


Plansponsor: <a href="https://www.plansponsor.com/plansponsor-roadmap-check-your-demographic-mirrors/" target="_blank">PLANSPONSOR Roadmap: Check Your Demographic Mirrors</a>


Plansponsor: <a href="https://www.plansponsor.com/is-income-the-no-1-driver-of-retirement-outcomes/" target="_blank">Is Income the No. 1 Driver of Retirement Outcomes?</a> 


Plansponsor: <a href="https://www.plansponsor.com/dciia-provides-qdia-selection-advice-to-plan-sponsors/" target="_blank">DCIIA Provides QDIA Selection Advice to Plan Sponsors</a>


Summer 2023


Ignites: <a href="https://www.ignites.com/c/4217523/538304" target="_blank">Burgeoning Options Could Spur Reassessment of QDIAs</a>


Plansponsor: <a href="https://www.plansponsor.com/deltas-emergency-savings-program-shows-retirement-security-dividends/" target="_blank">Delta’s Emergency Savings Program Shows Retirement Security Dividends</a>


Plansponsor: <a href="https://www.plansponsor.com/dciia-hires-former-calsavers-director-selenski/" target="_blank">DCIIA Hires Former CalSavers Director Selenski</a>


Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/former-calsavers-executive-director-joins-dciia-senior-adviser" target="_blank">Former CalSavers executive director joins DCIIA as senior adviser</a>


401kWire: Minsky Brings an Ex-SARP Chief to DCIIA 


Plansponsor: <a href="https://www.plansponsor.com/psnc-2023-boosting-participant-engagement/" target="_blank">PSNC 2023: Boosting Participant Engagement</a>


Pensions & Investments: <a href="https://www.pionline.com/esg/anti-esg-bill-sponsored-republicans-targets-erisa" target="_blank">Republicans introduce anti-ESG bill aimed at ERISA</a>


Plansponsor: <a href="https://www.plansponsor.com/emergency-savings-serve-as-buffer-to-protect-retirement-assets/" target="_blank">Emergency Savings Serve as Buffer To Protect Retirement Assets</a>


Wealth Management: <a href="https://www.wealthmanagement.com/rpa-edge/next-401k-land-grab-participant-data" target="_blank">The Next 401(k) Land Grab—Participant Data</a>


Plansponsor: <a href="https://www.plansponsor.com/how-plan-sponsors-can-shift-focus-to-decumulation/" target="_blank">How Plan Sponsors Can Shift Focus to Decumulation</a> 




Pensions & Investments: <a href="https://www.pionline.com/esg/dol-took-thumb-scale-finalizing-new-esg-rule-official-says" target="_blank">DOL took thumb 'off the scale' in finalizing new ESG rule, official says</a> 
Spring 2023
Plansponsor: <a href="https://www.plansponsor.com/retirement-broad-financial-fallout-from-covid-continues/" target="_blank">Retirement, Broad Financial Fallout From COVID Continues</a> 
Plansponsor: <a href="https://www.plansponsor.com/dciaa-delivers-guide-to-plan-service-providers/" target="_blank">DCIIA Delivers Guide to Plan Service Providers</a>
Planadviser: <a href="https://www.planadviser.com/dciia-publishes-guide-fiduciary-models/" target="_blank">DCIIA Publishes Guide to Fiduciary Models</a>
BenefitsPro: <a href="https://www.benefitspro.com/2023/03/27/emergency-savings-a-key-addition-to-a-company-retirement-plan/?utm_content=246195885" target="_blank">Emergency savings: A key addition to a company retirement plan</a>

Plansponsor: <a href="https://www.plansponsor.com/retirement-income-products-should-reflect-retirees-desire-for-stability-survey-shows/" target="_blank">Retirement Income Products Should Reflect Retirees’ Desire for Stability, Survey Shows</a> 



Planadviser: <a href="https://www.planadviser.com/dciia-inviting-retail-investment-advisers/" target="_blank">DCIIA Courting Retail Investment Advisers</a> 



Pensions & Investments: <a href="https://www.pionline.com/awards/dciia-honors-leaders-rising-stars-dei-awards" target="_blank">DCIIA honors leaders, rising stars in DEI awards</a>



Winter 2022/23



401kSpecialist: <a href="https://401kspecialistmag.com/plans-using-custom-tdfs-grew-year-over-year/" target="_blank">Plans Using Custom TDFs Grew Year-Over-Year</a>



Planadviser:<a href="https://www.planadviser.com/dciia-appoints-new-head-retirement-research-center/" target="_blank"> DCIIA Appoints New Head of Retirement Research Center</a>



401kSpecialist: <a href="https://401kspecialistmag.com/corporate-roundup-new-usrbp-ceo-dciia-moves-and-more/" target="_blank">Corporate Roundup: New USRBP CEO, DCIIA Moves, and More</a>



Plansponsor: <a href="https://www.plansponsor.com/magazine/older-participants-face-income-shortfalls/" target="_blank">Older Participants Face Income Shortfalls</a> 



Planadviser: <a href="https://www.planadviser.com/near-retirees-may-risk-retirement-income-shortfall/" target="_blank">Near-Retirees May Be at Risk for Retirement Income Shortfall</a> 



BenefitsPro:<a href="https://www.benefitspro.com/2023/01/19/alternatives-to-income-generating-strategies-for-near-retirees-what-plan-sponsors-need-to-know/?slreturn=20230023130457" target="_blank"> Bold, new investment strategies for near-retirees: What plan sponsors need to know</a>



Planadviser: <a href="https://www.planadviser.com/exclusives/education-options-alternative-investments-expand/" target="_blank">Education Options for Alternative Investments Expand</a> 



Fall 2022



401kWire: Week In Preview, November 28 - December 4



Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/visions-early-retirement-may-sway-some-save-more-defined-contribution-plans" target="_blank">Visions of early retirement may sway some to save more</a>



401kWire: Nearly 400 DC Insiders Converged In Manhattan



401kSpecialist: <a href="https://401kspecialistmag.com/why-dei-and-traditional-automatic-rollovers-dont-mix/" target="_blank">Why DEI and ‘Traditional’ Automatic Rollovers Don’t Mix</a>



Plansponsor: <a href="https://www.plansponsor.com/comparative-401k-tool-released-public/" target="_blank">Comparative 401(k) Tool Is Released To Public</a>



401kWire: A 401k Benchmarking Tool Opens to All



401kSpecialist: <a href="https://401kspecialistmag.com/dciia-adds-3-new-advisory-councils/" target="_blank">DCIIA Adds 3 New Advisory Councils</a>



Plansponsor: <a href="https://www.plansponsor.com/dciia-announces-three-new-advisory-councils/" target="_blank">DCIIA Announces Three New Advisory Councils</a>



Planadviser: <a href="https://www.planadviser.com/dciia-announces-new-adviser-council/" target="_blank">DCIIA Announces New Adviser Council </a>



401kWire: Post-Brainstorming, These Research Councils Are Off to the Races



401kWire: A Trade Group's Research Arm Brings In Consultants, KPAs, and Plan Sponsors



Pensions & Investments: <a href="https://www.pionline.com/special-report-excellence-innovation-awards/bold-approaches-old-problems-lauded-pidciia-excellence" target="_blank">Execs honored for bold solutions to old problems</a>



Pensions & Investments: <a href="https://www.pionline.com/awards/excellence-innovation-winners-committed-improving-retirement-outcomes" target="_blank">Excellence & Innovation winners committed to improving retirement outcomes</a> 



EBN: <a href="https://www.benefitnews.com/advisers/opinion/401ks-are-the-key-to-closing-racial-and-gender-wealth-gaps" target="_blank">Closing racial and gender wealth gaps starts with 401(k)s</a> 



Planadviser: <a href="https://www.planadviser.com/lisa-massena-hired-new-coo-dciia/" target="_blank">Lisa Massena Hired as New COO at DCIIA</a> 



Plansponsor: <a href="https://www.plansponsor.com/dciia-announces-lisa-massena-new-coo/" target="_blank">DCIIA Announces Lisa Massena as New COO</a> 



P&I: <a href="https://www.pionline.com/defined-contribution/dciia-adds-former-head-oregonsaves-chief-operating-officer?utm_medium=social&utm_source=twitter&utm_term=pensionsnews&utm_content=d2f864c5-3669-4fea-a924-c7e199312122" target="_blank">DCIIA adds former head of OregonSaves as chief operating officer</a>



Plansponsor: <a href="https://www.plansponsor.com/personalization-dc-system/" target="_blank">Personalization and the DC System</a> 



Plansponsor: <a href="https://www.plansponsor.com/new-study-examines-motivations-plan-engagement/" target="_blank">New Study Examines Motivations for Plan Engagement</a>



BenefitsPro: <a href="https://www.benefitspro.com/2022/09/08/the-emergency-savings-benefits-that-low-income-workers-are-looking-for/?utm_content=220755100&utm_medium=social&utm_source=twitter&hss_channel=tw-150749564" target="_blank">The emergency savings benefits that low-income workers are looking for</a>



<hr />
Summer 2022



401kWire: CITs In 403bs? DCIIA Weighs In 



Planadviser: <a href="https://www.planadviser.com/emergency-savings-features-employees-looking/" target="_blank">Emergency Savings Features That Employees are Looking for</a>



Plansponsor: <a href="https://www.plansponsor.com/retiree-challenges-attitudes-retirement-income-priorities/" target="_blank">Retiree Challenges, Attitudes and Retirement Income Priorities</a>



Plansponsor: <a href="https://www.plansponsor.com/connection-emergency-savings-accounts-retirement/" target="_blank">The Connection Between Emergency Savings Accounts and Retirement</a> 



Plansponsor: <a href="https://www.plansponsor.com/dciia-publishes-resource-introducing-retirement-tier-dc-plans/" target="_blank">DCIIA Publishes Resource for Introducing a Retirement Tier in DC Plans</a>



NAPA: <a href="https://www.napa-net.org/news-info/daily-news/dciia-offers-tips-adding-retirement-tier-solution" target="_blank">DCIIA Offers Tips on Adding a Retirement Tier Solution</a>



Plansponsor: <a href="https://www.plansponsor.com/communicating-esg-401k-plan-participants/" target="_blank">Communicating on ESG to 401(k) Plan Participants</a>



Plansponsor: <a href="https://www.plansponsor.com/dciia-publishes-resource-incorporating-esg-investments-dc-plans/" target="_blank">DCIIA Publishes Resource for Incorporating ESG Investments in DC Plans</a>







Pensions & Investments: <a href="https://www.pionline.com/awards/dciia-honors-30-dei-leaders-and-29-rising-stars" target="_blank">DCIIA honors 30 DEI leaders and 29 rising stars</a>



Pensions & Investments: <a href="https://www.pionline.com/special-report-excellence-innovation-awards/deadline-fast-approaching-pis-excellence-innovation" target="_blank">Deadline fast approaching for P&I's Excellence & Innovation Awards</a>



 



<hr />
May 2022



Plansponsor: <a href="https://www.plansponsor.com/securesave-milliman-partner-emergency-savings-solution/" target="_blank">SecureSave and Milliman Partner on Emergency Savings Solution</a>



Plansponsor: <a href="https://www.plansponsor.com/new-workplace-savings-accounts-spotlight-need-emergency-savings/" target="_blank">New Workplace Savings Accounts Spotlight Need for Emergency Savings</a>



Plansponsor: <a href="https://www.plansponsor.com/in-depth/401k-vs-403b-different-paths-retirement-readiness/" target="_blank">401(k) vs. 403(b): Different Paths to Retirement Readiness</a>



 



<hr />
April 2022



Plansponsor: <a href="https://www.plansponsor.com/emergency-savings-programs-boost-retirement-outcomes/" target="_blank">Emergency Savings Programs Boost Retirement Outcomes</a>



Plansponsor: <a href="https://www.plansponsor.com/considerations-dc-plan-sponsors-integrating-esg-investments/" target="_blank">Considerations for DC Plan Sponsors Integrating ESG Investments</a>



 



<hr />
March 2022



401kWire.com: DCIIA Updates Its Leadership on Two Fronts



 



<hr />
February 2022



Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/dciia-taps-2-co-chairs-2022" target="_blank">DCIIA taps 2 as co-chairs for 2022</a> 



Plansponsor: <a href="https://www.plansponsor.com/alternatives-may-place-dc-plans/" target="_blank">Alternatives May Have a Place in DC Plans</a>



Planadviser: <a href="https://www.planadviser.com/case-alternatives-dc-plans/" target="_blank">The Case for Alternatives in DC Plans</a>



401kSpecialist: <a href="https://401kspecialistmag.com/the-ongoing-debate-over-alternative-investments-in-401k-plans/" target="_blank">The Ongoing Debate Over Alternative Investments in 401k Plans</a>



 



<hr />
<a href="https://401kspecialistmag.com/the-ongoing-debate-over-alternative-investments-in-401k-plans/" target="_blank"></a>January 2022



Plansponsor: <a href="https://www.plansponsor.com/reframing-participant-communications-key-plan-sponsors-boost-retirement-savings/" target="_blank">Reframing Participant Communications Is Key for Plan Sponsors to Boost Retirement Savings</a>



 



<hr />September 2021


Plansponsor: <a href="https://www.plansponsor.com/hsa-investment-options-best-practices/" target="_blank">HSA Investment Options and Best Practices</a>



Plansponsor: <a href="https://www.plansponsor.com/retirement-industry-people-moves-083021-to-090321/" target="_blank">DCIIA Appoints VP of Research and Member Engagement</a>



P&I: <a href="https://www.pionline.com/defined-contribution/dciia-adds-vice-president-research-and-member-engagement" target="_blank">DCIIA adds vice president of research and member engagement</a>



401kWire: Minsky Hires an Industry Research Vet 



<hr />
August 2021



NAPA: <a href="https://www.napa-net.org/news-info/daily-news/how-use-fear-may-improve-401k-participant-engagement" target="_blank">How the Use of Fear May Improve 401(k) Participant Engagement</a>



Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/spur-dc-engagement-bit-fear-study-finds" target="_blank">Spur DC engagement with a bit of fear, study finds</a>



Plansponsor: <a href="https://www.plansponsor.com/cognitive-decline-health-financial-wellness-intersect/" target="_blank">Cognitive Decline -- Where Health and Financial Wellness Intersect</a> 



Pensions & Investments: <a href="https://www.pionline.com/special-report/ppa-has-major-impact-defined-contribution-plans" target="_blank">PPA has major impact on defined contribution plans</a> 



401k Specialist: <a href="https://401kspecialistmag.com/fear-or-encouragement-which-motivates-dc-plan-participants-more/?utm_content=buffer0ff22&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer" target="_blank">Fear or Encouragement: Which Motivates 401k Plan Participants More?</a>



Plansponsor: <a href="https://www.plansponsor.com/fear-encouragement-prompt-plan-participants-act/" target="_blank">Does Fear, or Encouragement, Prompt More Plan Participants to Act?</a>



<hr />
July 2021



BenefitsPro: <a href="https://www.benefitspro.com/2021/07/27/watch-your-tone-dc-plan-participant-messaging-could-impact-engagement/?slreturn=20210629214054" target="_blank">Watch your tone: DC plan participant messaging could impact engagement</a>



CIO: <a href="https://www.ai-cio.com/news/401k-plans-need-a-plan-when-incorporating-esg-investing/" target="_blank">401(k) Plans Need a Plan When Incorporating ESG Investing</a>



NAPA: <a href="https://www.napa-net.org/news-info/daily-news/dciia-shares-tips-incorporating-esg-factors-dc-plans" target="_blank">DCIIA Shares Tips for Incorporating ESG Factors in DC Plans</a>





<hr />
July 2021



401kWire: SPARK and DCIIA Join Forces for International Policy Talks



401kWire: Looking to Add ESG to a DC Plan? Know the Terrain First (ESG white paper coverage)



<hr />
June 2021





Plansponsor: <a href="https://www.plansponsor.com/dciia-publishes-resource-incorporating-esg-investments-dc-plans/" target="_blank">DCIIA Publishes Resource for Incorporating ESG Investments in DC Plans</a> 









Plansponsor: <a href="https://www.plansponsor.com/steps-implement-financial-wellness-program/" target="_blank">Steps to Implement a Financial Wellness Program</a> 









401kSpecialist: <a href="https://401kspecialistmag.com/an-introduction-to-401k-auto-features-breaking-down-barriers/" target="_blank">An Introduction to 401k Auto-Features-Breaking Down Barriers</a> 



Plansponsor: <a href="https://www.plansponsor.com/embracing-retirement-tier-framework/" target="_blank">Embracing a ‘Retirement Tier’ Framework</a> 









Pensions & Investments: <a href="https://www.pionline.com/industry-voices/commentary-reflections-10-years-plan-sponsor-innovation" target="_blank">Commentary - Reflections on 10 years of plan sponsor innovation</a> 









Plansponsor: <a href="https://www.plansponsor.com/helping-sponsors-speak-new-retirement-income-tongue/" target="_blank">Helping Sponsors Speak in the New Retirement Income Tongue</a> 









Planadviser: <a href="https://www.planadviser.com/learning-new-retirement-income-vernacular/" target="_blank">The New Retirement Income Vernacular</a> 









InvestmentNews: <a href="https://www.investmentnews.com/retirement-plan-advisers-future-survey-207214" target="_blank">The future, as elite retirement plan advisers see it</a> 









RPA Convergence: <a href="https://www.rpaconvergence.com/the-future-as-elite-retirement-plan-advisers-see-it/" target="_blank">The future, as elite retirement plan advisers see it</a>
May 2021
401kWire: Minsky Unveils a Written DCIIA Alliance (JOR partnership) 
 

<hr />


March 2021


InvestmentNews: <a href="https://www.investmentnews.com/emergency-savings-workplace-benefit-sponsors-204350?utm_campaign=ESI&utm_content=166704997&utm_medium=social&utm_source=twitter&hss_channel=tw-150749564" target="_blank">The 401(k) industry likes emergency savings accounts. Are sponsors ready?</a>


Plansponsor: <a href="https://www.plansponsor.com/recordkeepers-responding-focus-emergency-savings/?utm_campaign=ESI&utm_content=160642637&utm_medium=social&utm_source=twitter&hss_channel=tw-150749564" target="_blank">Recordkeepers Responding to Focus on Emergency Savings</a>


Liz Weston Column in Nerdwallet / AP: <a href="https://www.nerdwallet.com/article/finance/will-you-really-run-out-of-money-in-retirement?utm_campaign=ct_prod&utm_source=syndication&utm_medium=wire&utm_term=lizlizweston-com&utm_content=969508" target="_blank">Will You Really Run Out of Money in Retirement?</a>




Plansponsor: <a href="https://www.plansponsor.com/retirement-income-key-considerations/" target="_blank">Retirement Income: Key Considerations</a>




Plansponsor: <a href="https://www.plansponsor.com/retirement-industry-people-moves-march-1-to-march-5-2021/" target="_blank">Retirement Industry People Moves</a>




<hr />


January 2021



InvestmentNews: <a href="https://www.investmentnews.com/solving-retirement-security-lessons-institutional-market-200923" target="_blank">Solving for retirement security: Lessons from the DC institutional market</a>




Plansponsor: <a href="https://www.plansponsor.com/rep-neal-releases-policy-priorities-equity-retirement-security/" rel="bookmark" title="Permanent Link to Rep. Neal Releases Policy Priorities for Equity in Retirement Security">Rep. Neal Releases Policy Priorities for Equity in Retirement Security</a>


InvestmentNews:<a href="https://www.investmentnews.com/cognitive-decline-401k-plan-sponsors-201536" target="_blank"> 401(k) sponsors in the dark about cognitive decline</a>




BenefitsPro: <a href="https://www.benefitspro.com/2021/01/26/what-should-you-do-when-a-plan-participant-shows-signs-of-cognitive-decline/" target="_blank">What should you do when a plan participant shows signs of cognitive decline?</a> 




InvestmentNews: <a href="https://www.investmentnews.com/pooled-employer-plans-elite-retirement-advisers-201011" target="_blank">What elite RPAs think about PEPs</a>




Plansponsor: <a href="https://www.plansponsor.com/magazine/plan-guaranteed-annuities/" rel="bookmark" title="Permanent Link to In-Plan Guaranteed Annuities">In-Plan Guaranteed Annuities</a>




Pensions & Investments: <a href="https://www.pionline.com/defined-contribution/dciia-looks-spark-engagement-plan-sponsor-institute" target="_blank">DCIIA looks to spark engagement with plan sponsor institute</a>




 Plansponsor: <a href="https://www.plansponsor.com/in-depth/sponsors-many-considerations-peps-hit-market/" target="_blank">Sponsors Have Many Considerations as PEPs Hit the Market</a>



<hr />


2020



Plansponsor: <a href="https://www.plansponsor.com/in-depth/despite-challenging-year-crds-plan-leakage-sparse/" target="_blank">Despite Challenging Year, CRDs and Plan Leakage Were Sparse</a>




401k Specialist: <a href="https://401kspecialistmag.com/dciia-celebrates-diversity-inclusion-with-inaugural-awards-program/" target="_blank">DCIIA Celebrates Diversity & Inclusion with Inaugural Awards Program</a> 




Pensions & Investments: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.pionline.com%2Fawards%2F6-honored-dciia-efforts-diversity-inclusion&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323567020%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=ft%2F%2BiumaVjIfdwaFQe%2FUAxWgAIf2RuNeQ3RjSGJaitE%3D&reserved=0" target="_blank" title="Original URL: https://www.pionline.com/awards/6-honored-dciia-efforts-diversity-inclusion. Click or tap if you trust this link.">6
honored by DCIIA for efforts on diversity, inclusion</a>


Plansponsor: <a href="https://www.plansponsor.com/managed-accounts-key-considerations/">Managed
Accounts: Key Considerations</a>




401K Specialist: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2F401kspecialistmag.com%2Fwhy-low-to-moderate-income-plan-participants-are-bearing-brunt-of-the-recession%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323577011%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=9tH0yA%2Bz6Q4Nz2%2FX%2FXKEPWHy8kBMnBTZoynsSwqquPg%3D&reserved=0" target="_blank" title="Original URL: https://401kspecialistmag.com/why-low-to-moderate-income-plan-participants-are-bearing-brunt-of-the-recession/. Click or tap if you trust this link.">Why
Low-to-Moderate Income Plan Participants are Bearing Brunt of the
Recession </a>




Planadviser: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.planadviser.com%2Fdciia-reviews-financial-effects-esg-investing%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323587006%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=9KUwlJ4PaYnP1ZtPl51%2B%2BsMu6v587luq68ZIe4V5Hj4%3D&reserved=0" target="_blank" title="Original URL: https://www.planadviser.com/dciia-reviews-financial-effects-esg-investing/. Click or tap if you trust this link.">DCIIA
Reviews Financial Effects of ESG Investing: A team of experts discussed
considerations in implementing environmental, social and governance factors</a>.



Planadviser: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.planadviser.com%2Fdetermining-realistic-retirement-income-adequacy%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323587006%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=LG3bZZFJgkDCjMBDxKZHUfWx8NgqiR2hS9BuuQTNXE8%3D&reserved=0" target="_blank" title="Original URL: https://www.planadviser.com/determining-realistic-retirement-income-adequacy/. Click or tap if you trust this link.">Determining
Realistic Retirement Income Adequacy</a>




Plansponsor: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.plansponsor.com%2Fhuman-capital-dictate-asset-allocation%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323597000%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=P2lyvmjyUkwNQoh1VkR6xm3vmXhjhMgkB97qMpMyRDE%3D&reserved=0" target="_blank" title="Original URL: https://www.plansponsor.com/human-capital-dictate-asset-allocation/. Click or tap if you trust this link.">How
Human Capital Should Dictate Asset Allocation</a>




Plansponsor: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.plansponsor.com%2Fmeasuring-financial-impact-esg-factors-investments%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323597000%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=yF6XEQfeE3uFLL89G57aU1VdL0XkHUg1mHaibL06G7k%3D&reserved=0" target="_blank" title="Original URL: https://www.plansponsor.com/measuring-financial-impact-esg-factors-investments/. Click or tap if you trust this link.">Measuring
the Financial Impact of ESG Factors on Investments</a>




Plansponsor: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.plansponsor.com%2Fin-depth%2Fpeps-carry-evolving-fiduciary-risks%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323606995%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=I2LCEZFb%2FGXbAJl0kp926jgWpSbqGgWiAP5WuekCwms%3D&reserved=0" target="_blank" title="Original URL: https://www.plansponsor.com/in-depth/peps-carry-evolving-fiduciary-risks/. Click or tap if you trust this link.">PEPs
Carry Evolving Fiduciary Risks of Their Own</a>




Planadviser: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.planadviser.com%2Fexclusives%2Ffamiliar-fiduciary-concerns-voiced-pep-market-takes-shape%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323606995%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=m81yCQUB%2BT70%2FbWedlN0Txc%2FsNcSViueUyVTV3w8bNM%3D&reserved=0" target="_blank" title="Original URL: https://www.planadviser.com/exclusives/familiar-fiduciary-concerns-voiced-pep-market-takes-shape/. Click or tap if you trust this link.">Familiar Fiduciary Concerns Voiced as PEP Market Takes Shape</a>




Pensions & Investments: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.pionline.com%2Feditorial%2Fpi-always-will-be-looking-next-innovators&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323616987%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=i3Tu16FHZX0UjZs8U9qm5GuNqfx%2F7%2BL0ZF9%2FtVpHcCc%3D&reserved=0" target="_blank" title="Original URL: https://www.pionline.com/editorial/pi-always-will-be-looking-next-innovators. Click or tap if you trust this link.">P&I
always will be looking for the next innovators</a>




Plansponsor: <a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.planadviser.com%2Fpart-art-part-science-managed-account-due-diligence%2F&data=04%7C01%7C%7Cca303171d1e248cb105208d89e1b0dc9%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C637433186323626982%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C1000&sdata=UHF20MHmrFXuGsCxE6GxqeGZ40%2BRkYF2T2yGtXAY6JQ%3D&reserved=0" target="_blank" title="Original URL: https://www.planadviser.com/part-art-part-science-managed-account-due-diligence/. Click or tap if you trust this link.">Part
Art, Part Science: Managed Account Due Diligence</a>

]]></description>
<category>DCIIA News</category>
<pubDate>Mon, 25 Mar 2024 05:00:00 GMT</pubDate>
</item>
<item>
<title>DCIIA Partners with BRN</title>
<link>https://dciia.org/news/665581/</link>
<guid>https://dciia.org/news/665581/</guid>
<description><![CDATA[Broadcast Retirement Network / The Morning PulseWe’ve recently partnered with BRN to offer members a discount on its “Morning Pulse” newsletter covering retirement and market topics – visit the BRN website to subscribe and use the discount code (contact us or your board member representative for the code) for 20% off the usual $50/year subscription price.Coming up: Look for DCIIA and RRC thought leaders on the BRN.<a href="https://nam12.safelinks.protection.outlook.com/?url=https%3A%2F%2Fbroadcastretirementnetwork.com%2F&data=05%7C02%7C%7C7f5e13a2ae3d4de77be008dc324e5f4d%7C36d9093d60504a56ab81a844b5ae2f35%7C0%7C0%7C638440559414806329%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=Y562SBl0ncb4rLbUkbsQr5YsKlWpm8LGU0PzE%2FMA1gA%3D&reserved=0" data-auth="Verified" originalsrc="https://broadcastretirementnetwork.com/" shash="skm8KAGQyKB6x6s7NTsDHVXZFeebp2O6jd4LoNGl0feNMn0P9CBAasr5CkTst0imqEXRa7fZs3oOy9zEHcBKDnrBQYr7Lo9671hj+qoDMcnhWgXxg3vVGAYFg6pEL6wZ8vGxEGQ9S/X96QzdQgmQnpwnsPzHrXMC492wwGixix4=" title="Original URL: https://broadcastretirementnetwork.com/. Click or tap if you trust this link." data-linkindex="4" style="border: 0px; font-variant-numeric: inherit; font-variant-east-asian: inherit; font-variant-alternates: inherit; font-variant-position: inherit; font-weight: 400; font-stretch: inherit; font-size: 13.3333px; line-height: inherit; font-family: Arial, sans-serif; font-optical-sizing: inherit; font-kerning: inherit; font-feature-settings: inherit; font-variation-settings: inherit; margin: 0px; padding: 0px; vertical-align: baseline; color: #0563c1; text-decoration-line: underline; background-color: #ffffff;">https://broadcastretirementnetwork.com/</a> ]]></description>
<category>DCIIA News</category>
<pubDate>Wed, 21 Feb 2024 15:29:00 GMT</pubDate>
</item>
<item>
<title>McKinsey's "Women in the Workplace" Study</title>
<link>https://dciia.org/news/661893/</link>
<guid>https://dciia.org/news/661893/</guid>
<description><![CDATA[Each year we encourage members to participate in the annual LeanIn / McKinsey “Women in the Workplace” study, which is celebrating its 10th anniversary this year. If you’re interested in participating, the deadline to sign up for 2024 is February 29th. <a href="https://cdn.ymaws.com/dciia.org/resource/resmgr/misc/WiW_Sign_Up_Deck_vSHARE_v2.pdf" target="_blank">Learn more about the study</a><a href="https://www.surveys.online/jfe/form/SV_82KRRunBAsPIYzs" target="_blank">Sign up to participate</a><a href="https://womenintheworkplace.com/" target="_blank">Read the 2023 report</a> McKinsey will be sharing 2023 findings with all DCIIA, PSI and RRC members in an upcoming webinar – more details and an invitation to register will be coming soon. Why participate? Your organization will be part of the largest annual benchmark of women’s progress in corporate America at no cost, helping you track your progress on representation. Track progress over time See how you stack up against your industry peers Be a community leader Improve diversity efforts Contact us with any questions: info@dciia.org or McKinsey: WorkplaceSurvey@mckinsey.com ]]></description>
<category>DCIIA News</category>
<pubDate>Mon, 8 Jan 2024 19:21:00 GMT</pubDate>
</item>
<item>
<title>Diversity, Equity & Inclusion Awards: 2023 Rising Stars and Leaders</title>
<link>https://dciia.org/news/660845/</link>
<guid>https://dciia.org/news/660845/</guid>
<description><![CDATA[DCIIA is proud to announce the <a href="https://dciia.org/page/2023DEIRisingStarsLeaders" target="_blank">2023 Diversity, Equity and Inclusion (DEI) Awards Leaders and Rising Stars</a>. The 2023 Leaders and Rising Stars will be celebrated on Tuesday, February 27, 2024, in Newport Beach, CA, hosted by Pacific Life. The DEI Awards program begins at 5 pm sharp, followed by a celebratory dinner and reception, concluding by 10 pm. Members can attend this event either by purchasing an individual ticket or by being included as a guest at a sponsored table – please check your inbox for an email with additional details or contact info@dciia.org for sponsorship details if you’d like to purchase a table. <a href="https://dciia.org/page/DEIAwards" target="_blank">Learn more about the DEI Awards</a> ]]></description>
<category>DCIIA News</category>
<pubDate>Mon, 11 Dec 2023 05:00:00 GMT</pubDate>
</item>
<item>
<title>DCIIA to Co-Host ERISA 50th Anniversary Symposium and Gala</title>
<link>https://dciia.org/news/659049/</link>
<guid>https://dciia.org/news/659049/</guid>
<description><![CDATA[DCIIA to Co-Host ERISA 50th Anniversary Symposium and Gala DCIIA announced that it and eight associations will host the ERISA 50th Anniversary Symposium and Gala on Thursday, September 12, 2024, to mark five decades since the landmark law’s passage.The ERISA 50th Anniversary Symposium is a dynamic one-day program designed to honor, reflect upon, and envision the past, present, and future of ERISA. As we survey the evolving landscapes of retirement, health care and other employee benefits, the symposium will provide a platform for engaging discussions and insights from thought leaders. For those unable to join in person, the Symposium will be accessible virtually.The Symposium will be followed by the ERISA 50th Anniversary Gala. Hosted at a historic site in the heart of Washington, DC, the gala promises an evening of elegance and celebration. The ERISA 50th Anniversary Symposium and Gala will be a convergence of the brightest leading thinkers, creating an educational and entertaining experience like no other.In addition to DCIIA, other host associations include: AARP American Retirement Association The American Council of Life Insurers American Benefits Council AHIP The ERISA Industry Committee Investment Company Institute U.S. Chamber of Commerce For more information, visit www.erisa50.org. ]]></description>
<category>DCIIA News</category>
<pubDate>Thu, 30 Nov 2023 15:00:00 GMT</pubDate>
</item>
<item>
<title>2023 Winners Announced: Excellence & Innovation Awards</title>
<link>https://dciia.org/news/655980/</link>
<guid>https://dciia.org/news/655980/</guid>
<description><![CDATA[The winners of the 12th annual Excellence & Innovation Awards were announced today at P&I DC West. DCIIA and P&I co-sponsor the awards each year. <a href="https://www.pionline.com/defined-contribution/executives-honored-efforts-improve-retirement-security?utm_source=p-i-breaking-news-alert&utm_medium=email&utm_campaign=20231024&utm_content=hero-headline&CSAuthResp=1698165537080%3A0%3A225641%3A391%3A24%3Asuccess%3A14178BD0436D944BB9A784EED5C5788E#cci_r=" target="_blank">Read the article in P&I</a> Lew Minsky, DCIIA's president and CEO, said, "In the wake of a global pandemic, and in the face of significant market volatility, it's inspiring to see plan sponsors that remain willing to innovate in support of the financial well-being and retirement security of their employees." The winners are:<ul><li>Cody Davis, director of benefits for CoStar Group</li><li>Josh Gotbaum, board chair of the Maryland Small Business Retirement Savings Program, better known as MarylandSaves, which was launched in September 2022</li><li>Sarah Reeder, deputy administrator of the Savings Plus Program, which offers 401(k) and 457(b) plans to most state of California employees</li><li>Melissa Santostefano, assistant vice president, total rewards – retirement for Lincoln Financial Group</li><li>Diana Winalski, deputy chief investment officer at International Paper
</li></ul>
 
]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 24 Oct 2023 17:43:00 GMT</pubDate>
</item>
<item>
<title>Save the Date: February 2024 Events Hosted by Pacific Life in CA</title>
<link>https://dciia.org/news/652248/</link>
<guid>https://dciia.org/news/652248/</guid>
<description><![CDATA[Save the date for our 2024 events hosted by Pacific Life in Newport Beach, CA:<ul><li>Plan Sponsor Institute Roundtable, February 27 (PSI members only -- <a href="https://dciia.org/page/JoinPSI" target="_blank">plan sponsors, join the PSI for free today</a> so you can attend and leverage our <a href="https://dciia.org/page/PSITravel" target="_blank">Travel Reimbursement Program</a> to cover costs)</li><li>Diversity, Equity, and Inclusion Awards celebratory dinner, February 27 (DEI Awards Leader and Rising Star nominations open for members on Sept. 28) </li><li>Innovation Forum, February 28</li><li>RRC Summit, February 29 (RRC and PSI members only)</li></ul>Registration will open for all events this fall and hotel room block details will be forthcoming. If you have any questions about your organization’s membership or attendance at any of these events, please contact your DCIIA board member representative or DCIIA staff at info@dciia.org. We hope to see you in Newport Beach! ]]></description>
<category>DCIIA News</category>
<pubDate>Fri, 22 Sep 2023 15:04:00 GMT</pubDate>
</item>
<item>
<title>Just Published: Choice and Evolution in Defaults</title>
<link>https://dciia.org/news/650043/</link>
<guid>https://dciia.org/news/650043/</guid>
<description><![CDATA[DCIIA is pleased to announce the publication of "<a href="https://dciia.org/page/ChoiceinDefaults" target="_blank">Choice and Evolution in Defaults</a>.” Since the Pension Protection Act of 2006, qualified default investment alternatives (QDIAs) have become the largest asset gatherers in most defined contribution plans. We believe that four main themes guide both the optimal choice of a default today, and their future evolution: 1: Participant objectives and outcomes through accumulation and decumulation phases 2: Ease of use for participants 3: Personalization at the plan and individual level 4: Cost under continued downward pressure. In <a href="https://cdn.ymaws.com/dciia.org/resource/resmgr/resource_library/Final_Choice_and_Evolution_i.pdf" target="_blank">this report</a>, building on past DCIIA work, we examine current defaults and emerging solutions in the context of the themes, also considering current and likely future adoption. We provide, as a call to action, questions to reflect and act on for plan sponsors, service providers, and advisors in an Action Kit. Many thanks to all of the members who shared their time and expertise in producing this resource, which was developed by the DCIIA <a href="https://dciia.org/page/IPDCommittee" target="_blank">Investment Policy & Design Committee</a>. Project leads: Mike Sebastian Rob Capone, LGIMA Steve Ferber, PIMCO, committee chair Contributors: Chris Nikolich, AllianceBernstein James Brown, BlackRock Chris Eicher, Dominion Energy Dan Long, DoubleLine Group LP John Mitchem, JM3 Projects and Jasper Forum Hannah Schriner, Meketa Investment Group Chris Weirath, Morningstar Investment Management Vikrant Arya, Nuveen Sara Shean, PGIM Diane Smola, Principal Asset Management James Veneruso, State Street Global Advisors Julija Kod, Wilshire Jennifer Perkins Thomas Foster Anyone at a DCIIA member organization can join our standing committees by visiting the website and logging in as a member, then visiting the committee page of interest. Access the paper in the Investment Options and Best Practices topic of our <a href="https://dciia.org/page/Resources" target="_blank">Resource Library</a>. Members may submit their thought leadership for inclusion in the Library by sending to digital@dciia.org. If you have questions, contact us on info@dciia.org. ]]></description>
<category>DCIIA News</category>
<pubDate>Fri, 25 Aug 2023 17:56:00 GMT</pubDate>
</item>
<item>
<title>Journal of Retirement: Summer Issue Now Available</title>
<link>https://dciia.org/news/648686/</link>
<guid>https://dciia.org/news/648686/</guid>
<description><![CDATA[The <a href="https://www.pm-research.com/content/iijretire/11/1" target="_blank">Summer 2023 issue of the Journal of Retirement</a> is now available!DCIIA, RRC and PSI board member representatives have access to the full issue.All members have access to select content <a href="https://dciia.org/page/jor" target="_blank">on the DCIIA website</a>, simply log in to access.Content that's available to members from this issue includes:<a href="https://cdn.ymaws.com/dciia.org/resource/resmgr/jor/DCIIA_PA_Knutzen_541.pdf" target="_blank">Private
Markets—From Alternative to Mainstream: Evolution during the Past 30
Years and Key Trends and Challenges for the Decades to Come</a><a href="https://cdn.ymaws.com/dciia.org/resource/resmgr/jor/DCIIA_JOR_23_Blanchett.pdf" target="_blank">ESG Fund Allocations among New, Do-It-Yourself Defined Contribution Plan Participants</a>RRC Guest Column: What Do Windfalls Tell Us about Personal Financial Wellness?Plus access to archive content. ]]></description>
<category>DCIIA News</category>
<pubDate>Fri, 11 Aug 2023 19:55:00 GMT</pubDate>
</item>
<item>
<title>Katie Selenski Joins DCIIA as Senior Advisor</title>
<link>https://dciia.org/news/646416/</link>
<guid>https://dciia.org/news/646416/</guid>
<description><![CDATA[DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT ASSOCIATION (DCIIA) ANNOUNCES KATIE SELENSKI JOINS AS SENIOR ADVISOR Former Founding Executive Director of CalSavers to Consult on Strategic Projects for DCIIA and Its Retirement Research Center JUPITER, FL (July 20, 2023) – The Defined Contribution Institutional Investment Association (DCIIA) is pleased to announce that Katie Selenski, former founding Executive Director of CalSavers, has joined the nonprofit organization as a Senior Advisor effective today. She will report to Lew Minsky, DCIIA’s President and CEO. “We are so pleased to welcome Katie to the team,” said Minsky. “Her breadth and depth of industry knowledge and experience will be incredibly valuable assets as we continue to evolve our organization and expand key strategic initiatives, including our work around retirement savings access and inclusion and custom research within our Retirement Research Center.” Selenski most recently served as the Executive Director of CalSavers, the State of California’s pioneering retirement savings program that provides a path to retirement security for Californians who lack access to a retirement plan at work. Appointed by the State Treasurer in 2017 shortly after legislative passage, Selenski took CalSavers from concept through design, build, and full rollout. Prior to taking the helm at CalSavers, she was the State Policy Director for pension policy at The Pew Charitable Trusts in Washington, D.C., where she advised policymakers in a dozen states and cities. Previously, she was a senior manager with the nonpartisan public sector consulting firm Harvey M. Rose Associates, where she advised municipal leaders on a wide array of budget, management, and policy matters, including pensions. She is a member of the advisory board of the Aspen Institute’s Leadership Forum on Retirement Savings, a frequent speaker on retirement savings, and has been quoted by dozens of national media outlets. Selenski is a graduate of the University of Chicago and the John F. Kennedy School of Government at Harvard University and is based in California. About DCIIA Founded in 2010, DCIIA is a non-profit association dedicated to enhancing the retirement security of America’s workers. DCIIA’s 300+ member organizations include investment managers, consultants and advisors, law firms, recordkeepers, insurance companies, data providers, plan sponsors (through the Plan Sponsor Institute) and others who are collectively committed to the best interests of plan participants. DCIIA also conducts proprietary research and participates in industry collaboration on retirement topics via the DCIIA Retirement Research Center. DCIIA is the association partner of the Journal of Retirement. For more information, visit: www.dciia.org. # # # ]]></description>
<category>DCIIA News</category>
<pubDate>Thu, 20 Jul 2023 15:31:00 GMT</pubDate>
</item>
<item>
<title>DCIIA/SPARK Public Policy Forum Recap Now Available</title>
<link>https://dciia.org/news/646200/</link>
<guid>https://dciia.org/news/646200/</guid>
<description><![CDATA[If you missed last month's DCIIA/SPARK Public Policy Forum in Washington, DC, read highlights from the day-and-a-half of sessions in our <a href="https://cdn.ymaws.com/dciia.org/resource/resmgr/public_policy_forum/2023/DCIIA-SPARK_PPF2023_Summary_.pdf" target="_blank">just-published recap</a>.Coming soon: Forum podcast episode! See all of our podcasts, and member podcasts, in our <a href="https://dciia.org/page/Podcasts" target="_blank">Resource Library</a>. Submit your content to digital@dciia.org. See other event materials on our <a href="https://dciia.org/page/publicpolicyforum" target="_blank">event page</a> and see our <a href="https://dciia.org/page/2023PPFSpeakers" target="_blank">2023 speakers here</a>. Save the date for the next Public Policy Forum: June 4-5, 2024 in Washington, DC. ]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 18 Jul 2023 17:52:00 GMT</pubDate>
</item>
<item>
<title>New Online Resource: ESG Research Landscape</title>
<link>https://dciia.org/news/645361/</link>
<guid>https://dciia.org/news/645361/</guid>
<description><![CDATA[DCIIA is pleased to announce the publication of <a href="https://dciia.org/page/ESGResearch" target="_blank">ESG Research Landscape and Resources for DC Plan Sponsors</a>, an online overview with links to ESG data providers in the DC space, definitions of key terminology, and related content including an overview of practical considerations and applications for ESG research. DCIIA is grateful to our key contributors for sharing their time and expertise in producing this resource: Lazaro Tiant, Schroders Anna West, S&P Global We would also like to thank the project working group for their contributions: Kristin Carcio, Morgan Stanley Christian Eicher, Dominion Energy Thomas Foster, Pinnacle West Molly Henning, BlackRock Amy Labanowski, Mercer Hank Levy, Alameda County Michelle Rappa, Neuberger Berman Stacy Schaus, Schaus Group Heinz Schelhammer, Aon Mike Sebastian Jeff Vilker, Impax Asset Management This resource is a product of the DCIIA ESG Subcommittee; Michelle Rappa, Neuberger Berman, chair; Judith Irish, Vanguard, vice chair. Anyone at a DCIIA member organization can join our standing committees by visiting the website and logging in as a member, then visiting the committee page of interest. Access the paper in the ESG / Sustainable Investing topic of our <a href="https://dciia.org/page/Resources" target="_blank">Resource Library</a>. Members may submit their thought leadership for inclusion in the Library by sending to digital@dciia.org. If you have questions, please contact us on info@dciia.org. ]]></description>
<category>DCIIA News</category>
<pubDate>Thu, 6 Jul 2023 19:28:00 GMT</pubDate>
</item>
<item>
<title>Spring 2023 Issue of Journal of Retirement Now Available</title>
<link>https://dciia.org/news/639616/</link>
<guid>https://dciia.org/news/639616/</guid>
<description><![CDATA[The Spring 2023 issue of the Journal of Retirement, the official journal of DCIIA, is now available online:<a href="https://jor.pm-research.com/" target="_blank" style="box-sizing: border-box; background-color: transparent;">https://jor.pm-research.com/</a>Members can access select articles <a href="https://dciia.org/page/jor" target="_blank" style="box-sizing: border-box; background-color: transparent;">on our website</a> - board member representatives have full access. Be sure to read the <a href="https://jor.pm-research.com/content/10/2/89" target="_blank" style="box-sizing: border-box; background-color: transparent;">latest guest column from the RRC</a>: "ICYMI: Highlights from DCIIA’s 2022 Academic Forum" By Lisa Massena.<style></style>]]></description>
<category>DCIIA News</category>
<pubDate>Fri, 5 May 2023 21:23:00 GMT</pubDate>
</item>
<item>
<title>New RRC Study: Understanding Data Privacy Sensitivities Across the Defined Contribution Industry</title>
<link>https://dciia.org/news/639482/</link>
<guid>https://dciia.org/news/639482/</guid>
<description><![CDATA[The RRC is pleased to announce the publication of Phase One of a partner project with SPARK Institute. This study, “<a href="https://cdn.ymaws.com/dciia.org/resource/resmgr/rrc_media/projects_2022/DCIIA-RRC-SPARKDataPrivacy_0.pdf" target="_blank">Understanding Data Privacy Sensitivities Across the Defined Contribution Industry</a>,” explores the current state and disagreements around data privacy within the defined contribution industry. The report provides insights on how plan sponsors can better protect participant data and ensure their information is secure. Through surveys and interviews with plan sponsors and service providers, the report offers unique insights into the perspective and practices across different industry practitioners as well as guidance on the complex landscape of data privacy regulations. The findings highlight the importance of data security and the need for standardized solutions to maintain participant trust and confidence in retirement plans while facilitating value-add features such as Financial Wellness programs and services. The DCIIA RRC is grateful to all contributors for sharing their time and expertise in producing this report. Phase Two of this study is currently underway to examine pragmatic, feasible standardization solutions with operational guardrails to implement them. This timely conversation will continue at the DCIIA/SPARK Public Policy Forum, with a special half day focus on data the morning of June 7th. Registration is <a href="https://dciia.org/events/EventDetails.aspx?id=1711301" target="_blank">now open</a> for DCIIA and RRC members. If you have questions, contact us on <a href="info@dciia.org">info@dciia.org</a>.<style></style><style></style>]]></description>
<category>DCIIA News</category>
<pubDate>Thu, 4 May 2023 19:41:00 GMT</pubDate>
</item>
<item>
<title>New RRC Study: Incentives to Increase Emergency Savings Enrollment</title>
<link>https://dciia.org/news/639481/</link>
<guid>https://dciia.org/news/639481/</guid>
<description><![CDATA[The "<a href="https://buildcommonwealth.org/wp-content/uploads/2023/04/CW_Incentives-to-Increase-Emergency-Savings-Enrollment.pdf" target="_blank">Incentives to Increase Emergency Savings Enrollment</a>" report, by Commonwealth and the DCIIA RRC, examines the role of small-dollar emergency savings incentives in promoting financial resiliency and preserving retirement savings. The report focuses on workers earning low to moderate incomes, particularly those who are Black, Latinx, and/or female, and explores how offering small-dollar incentives ($10, $15, $25) could influence demand for employer-sponsored emergency savings plans. Survey respondents were asked about their likelihood to engage with ES plans with rewards options for: <ul><li>Achieving a savings goal</li><li>Saving consistently</li><li>Matching savings</li></ul> With the recent passage of emergency savings provisions in the SECURE 2.0 Act and the growing number of employers launching new emergency savings solutions, this report provides important insights into how to engage and meet the needs of populations earning LMI. This report is a part of an ongoing research collaboration with Commonwealth. To see past research, please visit our <a href="https://dciia.org/page/RRCCommonwealth" target="_blank">dedicated research page</a>. If you have questions, contact us on <a href="mailto:info@dciia.org">info@dciia.org</a>.<style></style><style></style><style></style><style></style>]]></description>
<category>DCIIA News</category>
<pubDate>Thu, 4 May 2023 19:35:00 GMT</pubDate>
</item>
<item>
<title>RRC Executive Committee 2023</title>
<link>https://dciia.org/news/640606/</link>
<guid>https://dciia.org/news/640606/</guid>
<description><![CDATA[2023 RRC Executive Committee Announced Member Volunteers Lead RRC Strategy In February 2022, we announced the <a href="https://dciia.org/news/596844/DCIIA-Announces-Retirement-Research-Center-Executive-Committee.htm" target="_blank">inaugural Executive Committee for the DCIIA Retirement Research Center (RRC)</a>. We are grateful to those founding members for their leadership and support of the RRC as we have grown and evolved. We recently announced the <a href="https://dciia.org/page/2022RRCExecCommittee" target="_blank">2023 Executive Committee</a>, with Rob Austin, Alight Solutions, serving as Chair, and Heather Balley, AllianceBernstein, serving as Vice Chair. The RRC Executive Committee is made up of volunteers from member organizations and is the primary advisory body for the RRC. It provides strategic direction and priorities for research. Many thanks to these leaders and all of our member volunteers for sharing their time and expertise. <a href="https://dciia.org/page/RRCHome" target="_blank">About the RRC</a> <a href="https://dciia.org/page/RRCAdvisoryCouncils" target="_blank">RRC Advisory Councils</a> <a href="https://dciia.org/page/RRCResearch" target="_blank">RRC Research</a> <a href="https://dciia.org/blogpost/1749610/Research-Minute" target="_blank">“Research Minute” blog</a> <a href="https://dciia.org/page/rrcevents" target="_blank">RRC Events</a> <a href="https://dciia.org/page/RRCMembers" target="_blank">RRC Members</a> If you have questions, feedback, or would like to learn more about RRC membership if you’re not already a member, please contact info@dciia.org. ]]></description>
<category>DCIIA News</category>
<pubDate>Fri, 28 Apr 2023 05:00:00 GMT</pubDate>
</item>
<item>
<title>New White Paper: Defined Contribution Plan Governance Models</title>
<link>https://dciia.org/news/638565/</link>
<guid>https://dciia.org/news/638565/</guid>
<description><![CDATA[DCIIA is pleased to announce the publication of "<a href="https://cdn.ymaws.com/dciia.org/resource/collection/8C94B6F3-C521-4B53-B88B-A90E24FEE517/PlanGovernanceModels_041723.pdf" target="_blank">Defined Contribution Plan Governance Models: A Guide for Plan Sponsors</a>.” Because every organization is unique in its ability, desire, and resources to fulfill its fiduciary responsibilities, DC plan sponsors often seek expert advice from and/or delegate fiduciary duties to external providers. To some extent, hiring such third-party providers can mitigate the fiduciary liability exposure of the plan’s fiduciaries, including potential lawsuits. There is a spectrum of ways that plan sponsors can enlist providers to help them with their responsibilities. This paper explores various governance models that are used by DC plan sponsors and explains the key players, common fiduciary and settlor decisions, and considerations that may help plan sponsors choose a governance model suitable for their organization. DCIIA is grateful to our contributors for sharing their time and expertise in producing this paper: Jennifer DeLong, AllianceBernstein Tom Clark, Creative Planning James Veneruso, Legal & General Investment Management America Marla Kreindler, Morgan Lewis Bill Ryan, NEPC Mikaylee O’Connor, PGIM This paper was produced by the DCIIA Investment Policy and Design Committee; Steve Ferber, PIMCO, Chair; Michelle Rappa, Neuberger Berman, Vice Chair. Anyone at a DCIIA member organization can join our standing committees by visiting the website and logging in as a member, then visiting the committee page of interest. Access the paper in the Fiduciary Oversight, Legal and Regulatory Insights topic of our Resource Library. Members may submit their thought leadership for inclusion in the Library by sending to digital@dciia.org. If you have questions, contact us on info@dciia.org. ]]></description>
<category>DCIIA News</category>
<pubDate>Tue, 25 Apr 2023 17:58:00 GMT</pubDate>
</item>
<item>
<title>DCIIA Issues Public Policy Alert</title>
<link>https://dciia.org/news/635211/</link>
<guid>https://dciia.org/news/635211/</guid>
<description><![CDATA[ DCIIA Public Policy Alert JUPITER, FL (March 20, 2023) – Today, President Biden vetoed a Joint Resolution of Congress (<a href="https://www.congress.gov/bill/118th-congress/house-joint-resolution/30">H.J. Res. 30</a>) that would have overturned the Department of Labor’s regulation “<a href="https://www.federalregister.gov/documents/2022/12/01/2022-25783/prudence-and-loyalty-in-selecting-plan-investments-and-exercising-shareholder-rights">Prudence and Loyalty in Selecting Plan Investments and Exercising Shareholder Rights</a>” (87 Fed. Reg. 73822, December 1, 2022), also known as the “Final Rule.” The rule took effect on Jan. 30, 2023. DCIIA provides a forum for industry participants to enhance the employer-based DC system, emphasizing access, innovation, best practices and institutional approaches, with the goal of improving financial security for America’s workers. Although DCIIA’s membership is diverse, and member organizations often have differing views on regulatory and legislative policy, DCIIA members are united in supporting both the Administration and Congress in their ultimate goals of expanding access to retirement savings and improving outcomes for plan participants. DCIIA members have a strong interest in developing thought leadership and educational resources related to investing by DC plans. Given this, DCIIA established a subcommittee to study and consider issues related to DC plan investment strategies utilizing environmental, social and governance (ESG) factors. DCIIA’s membership appreciates continued consideration by the Administration and Congress of the proper role of ESG in prudent and loyal investment decision-making, and the community generally supports efforts to remove barriers that may prevent the appropriate and prudent integration of ESG factors into fiduciary decision-making under the Employee Retirement Income Security Act of 1974, as amended (ERISA). DCIIA members also generally support the adoption of policies that recognize that ESG factors can be material to the prudence of an investment and not inconsistent with ERISA’s duty of loyalty and believe that a uniform set of objectives and standards should apply to fiduciary decision-making. For Further Reading The <a href="https://dciia.org/page/Resources">DCIIA Resource Library</a> provides access to DCIIA and members’ thought leadership. DCIIA has published information related to ESG investing available through the following links: <a href="https://dciia.org/page/DOLandESG" target="_blank">DOL and ESG: DCIIA and Member Resources</a> <a href="https://dciia.org/page/ESGSustainable">ESG and Sustainable Investing</a> <a href="https://dciia.org/page/WebinarArchives">Webinar archive</a> (DCIIA member login required) White papers: <a href="https://dciia.org/resource/resmgr/docs/DCIIA_Sustainable_Investing_.pdf" target="_blank">Sustainable Investing in Defined Contribution Plans: A Guide for Plan Sponsors</a> <a href="https://cdn.ymaws.com/dciia.org/resource/collection/428CE385-221F-43F4-B355-C977D0883C8C/IncorporatingESGinDCPlans_062821.pdf" target="_blank">Incorporating ESG in DC Plans: A Resource for Plan Sponsors</a> About DCIIA  Founded in 2010, the Defined Contribution Institutional Investment Association (DCIIA) is a non-profit association dedicated to enhancing the retirement security of America’s workers. To do this, DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving defined contribution outcomes. DCIIA’s diverse group of members include investment managers, consultants and advisors, law firms, recordkeepers, insurance companies, plan sponsors and other thought leaders who are collectively committed to the best interests of plan participants. For more information, visit: <a href="http://www.dciia.org">www.dciia.org</a>. # # # The views expressed by DCIIA may not reflect the views of all member organizations or their representatives. <style>@font-face {font-family:"Cambria Math"; panose-1:2 4 5 3 5 4 6 3 2 4; mso-font-charset:0; mso-generic-font-family:roman; mso-font-pitch:variable; mso-font-signature:-536870145 1107305727 0 0 415 0;}@font-face {font-family:Calibri; panose-1:2 15 5 2 2 2 4 3 2 4; mso-font-charset:0; mso-generic-font-family:swiss; mso-font-pitch:variable; mso-font-signature:-536859905 -1073732485 9 0 511 0;}p.MsoNormal, li.MsoNormal, div.MsoNormal {mso-style-unhide:no; mso-style-qformat:yes; mso-style-parent:""; margin-top:0in; margin-right:0in; margin-bottom:8.0pt; margin-left:0in; line-height:107%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}p.MsoHeader, li.MsoHeader, div.MsoHeader {mso-style-priority:99; mso-style-link:"Header Char"; margin:0in; margin-bottom:.0001pt; mso-pagination:widow-orphan; tab-stops:center 3.25in right 6.5in; font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}a:link, span.MsoHyperlink {mso-style-priority:99; color:#0563C1; mso-themecolor:hyperlink; text-decoration:underline; text-underline:single;}a:visited, span.MsoHyperlinkFollowed {mso-style-noshow:yes; mso-style-priority:99; color:#954F72; mso-themecolor:followedhyperlink; text-decoration:underline; text-underline:single;}span.HeaderChar {mso-style-name:"Header Char"; mso-style-priority:99; mso-style-unhide:no; mso-style-locked:yes; mso-style-link:Header;}.MsoChpDefault {mso-style-type:export-only; mso-default-props:yes; font-size:11.0pt; mso-ansi-font-size:11.0pt; mso-bidi-font-size:11.0pt; font-family:"Calibri",sans-serif; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:Calibri; mso-fareast-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;}.MsoPapDefault {mso-style-type:export-only; margin-bottom:8.0pt; line-height:107%;}div.WordSection1 {page:WordSection1;}</style>]]></description>
<category>DCIIA News</category>
<pubDate>Mon, 20 Mar 2023 20:27:00 GMT</pubDate>
</item>
<item>
<title>DCIIA Recognizes DEI Leaders and Rising Stars</title>
<link>https://dciia.org/news/635831/</link>
<guid>https://dciia.org/news/635831/</guid>
<description><![CDATA[On March 7, 2023, at Bank of America in Charlotte, NC, DCIIA recognized the following Diversity, Equity & Inclusion Awards Leaders and RIsing Stars at a celebratory dinner attended by more than 250 people. Congratulations to all! Leaders Christine Akins Head of Individual Investors Client Engagement T. Rowe Price Ashwini Apte Director BlackRock Joy Booker Managing Director, Head of Retirement Client Relations PineBridge Randall Brown Senior Manager - Department Head Vanguard Group Rosalyn Brown WIPN Board Member - Diversity, Equity, & Inclusion WIPN - We Inspire Promote Network Lilly Chen Head of Technology Income Research + Management Laura Dawson Vice President Callan Paul Dewey VP, Product Management Empower Laura Fergerson President FTS, FTS Administration Franklin Templeton Ralph Ferraro Senior Vice President, President of Retirement Plan Services Lincoln Financial Group Trevor Gary Founder and CEO Micruity Julie Gorte Senior Vice President for Sustainable Investing Impax Asset Management Mary Hollingsworth AVP, Customer Care, Retirement & Income Solutions Principal

Emily Lawrence Senior Vice President Northern Trust Asset Management Samantha Lordi Vice President, Institutional Marketing Edelman Financial Engines Diane R. McNally Senior Vice President Segal Group Kenneth Mouning Director, Client Services Specialist UBS Realty Tony Nelson Chief Diversity Officer Custodia Financial Sonya Rorie Deputy Chief Diversity Officer Allspring Global Investments Susanne Skaggs Chief Accounting Officer Bechtel Corp. Reginald Suggs Divisional Vice President, K-12 Markets, Central Region Corebridge Financial Ron Taylor EVP Head of DEI Natixis IM Cori Trautvetter Partner Mercer Investments LLC Silvia Trillo Managing Director, Portfolio Manager JPMorgan Asset Management Nimna Varghese Executive Director Ernst & Young Angela Williams Manager, Institutional Relationship Management Ascensus 2022 Rising Stars Alfredo Avelar Manager Ernst & Young Elire Benjamin Manager Natixis Investment Managers Laura Bermudez Director, Marketing PGIM DC Solutions Natalie Blain Senior Innovation Manager Commonwealth Nicole Cantrell Associate - Finance Jensen Investment Management Paola Cardenales Vice President Callan Ellen Chenoweth Vice President Northern Trust Asset Management Hari Chitnavis Associate, Private Funds Group PineBridge Kristen Eskew Vice President - DEI&B OneDigital Dee Frazier Human Resources Generalist Bechtel National, Inc. Lisa Garcia Retirement Plan Consultant SageView Advisory Group Rhodee Gine Associate Director, Asset Management UBS Realty Daniela May Goldsztein Talent Management Specialist Bechtel Corp. Calla Gorman VP Retirement Plan Services Finspire, LLC Chad Greenwood Retirement Plan Analyst Multnomah Group Hossam Hamdan DC Investment Strategist State Street Global Advisors Sharlyn Harper AVP, Diverse Talent Solutions Manager AllianceBernstein

Sarah Herman Vice President BlackRock Sarah Kahn Associate Relations Specialist Ascensus Vanessa Khuong Product Manager Micruity Teresa Manago Product Strategy Director Empower Jacqueline Martinez Senior Marketing Manager Morningstar Kevin Monroe Financial Advisor CAPTRUST Tonya Murray Senior Director TIAA Institute Ntate Ncala Program Manager, Diversity and Inclusion Fidelity Investments Alejandro Nuñez Internal Advisor Consultant 2, US Retail Sales, Primerica Outbound Franklin Templeton Anthony Onuoha Associate Groom Law Group Amy Renee Reed Director Transamerica Steph Rezendes Head of Learning and Development Distribution Harbor Capital Advisors Kimberly Richard Vice President Corebridge Financial John Ridgeway Director, Retirement & Income Solutions Principal Financial Group Theresa Roy Senior Vice President, Investment Product Specialist Income Research + Management Kia Salahuddin Vice President Bank of America Courtney Sembly National Account Manager T. Rowe Price Steve Shea Senior Manager The Vanguard Group Vanessa Vargas Guijarro Vice President Segal Marco Advisors Katie Wadley Director-Client Relations and Business Development Allspring Global Investments Ming Yan Managing Director Cambridge Associates
]]></description>
<category>DCIIA News</category>
<pubDate>Fri, 10 Mar 2023 20:05:00 GMT</pubDate>
</item>
</channel>
</rss>

If you would like to create a banner that links to this page (i.e. this validation result), do the following:

Download the "valid RSS" banner.
Upload the image to your own server. (This step is important. Please do not link directly to the image on this server.)
Add this HTML to your page (change the image src attribute if necessary):

<a href="http://www.feedvalidator.org/check.cgi?url=http%3A//dciia.org/resource/rss/news.rss"><img src="valid-rss-rogers.png" alt="[Valid RSS]" title="Validate my RSS feed" /></a>

If you would like to create a text link instead, here is the URL you can use:

http://www.feedvalidator.org/check.cgi?url=http%3A//dciia.org/resource/rss/news.rss

Home · About · News · Docs · Terms