The deck reviews the reasons for providing multi-asset/manager and/or white label funds in a plan line-up, the implementation process and the required fiduciary monitoring and governance. It also provides two case studies of plan sponsors who have successfully implemented multi-asset/manager white label structures.
DCIIA produced this presentation to provide a better understanding of the various investment vehicles that are commonly used within DC plans, their benefits and drawbacks, and considerations for deciding which structure to use.
In the excitement of landing a new job, many workers do not take the time to consider what they should do with the defined contribution (DC) retirement plan savings they accumulated at their last job, read more ...
As a supplement to the presentation material used for the discussion, our speakers have answered select questions submitted by the conference call attendees. Please see DCIIA’s publication directory for the detailed study, as well as for other work on automatic plan features.
On July 1, 2014 the U.S. Department of the Treasury (Treasury) and the Internal Revenue Service (IRS) issued final regulations regarding longevity annuities, making individual retirement account (IRA) markets.
This Frequently Asked Questions (FAQs) resource seeks to provide clarification on common questions that plan sponsors and their advisors may have regarding these new regulations.
in the research project “Raising the Bar: Pumping Up Retirement Savings,” the industry coalition Defined Contribution Institutional Investment Association (DCIIA) shows strong evidence2 that by adjusting the implementation of these features and influencing certain employee actions, plan sponsors can materially improve retirement outcomes for all employees.