Client Service July 29th, 2024 Video: Lew Minsky Discusses DCIIA’s Past, Present and Future PLANADVISER talks with this year’s organizational Vision Awards winner about DCIIA’s work to take on the biggest challenges in the...
Data & Research March 22nd, 2024 Race, Gender Disparities Still Evident in Retirement Account Balances Even when accounting for salary and tenure, the gap still exists.
Data & Research June 14th, 2023 How Emergency Savings Serves Low-Income Households BlackRock research shows that emergency savings balances helped low-income households keep more money in their retirement savings accounts during the...
Data & Research May 11th, 2023 Advisers Can Help Educate on Emergency Savings, Student Loan Debt Matching Half of employers plan to add emergency savings and student loan debt matching via SECURE 2.0, according to MFS Investment...
Compliance April 26th, 2023 DCIIA Publishes Guide to Fiduciary Models The report educates plan sponsors on distinctions between 3(16), 3(21) and 3(38) fiduciaries.
In Practice March 14th, 2023 DCIIA Courting Retail Investment Advisers The well-known industry association opens its umbrella in yet another sign of retirement and wealth advisement drawing closer.
Deals & People February 18th, 2023 Retirement Industry People Moves DCIIA votes in 2023 committee members; Aon adds personnel to pooled employer plan sales group; TIAA adds wealth distribution head;...
Deals & People January 19th, 2023 DCIIA Appoints New Head of Retirement Research Center Pam Hess will take over as executive director of a research center that includes advisory councils staffed with some of...
In Practice December 6th, 2022 Near-Retirees May Be at Risk for Retirement Income Shortfall A DCIIA report written by industry players looks at how rising interest rates and inflation are cutting into common retirement...
Deals & People November 10th, 2022 DCIIA Announces New Adviser Council The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants.
Deals & People October 20th, 2022 Lisa Massena Hired as New COO at DCIIA She will join December 1 as they plan to launch the Center for Retirement Savings Inclusion.
Client Service June 3rd, 2021 The New Retirement Income Vernacular DCIIA has published a new glossary on esoteric retirement income terms that advisers may not have heard of.