Events

Browse upcoming DCIIA events and register to stay engaged with the ideas moving our industry forward.

Webinar
April 9, 2026
2:00 PM
-
3:00 PM
Webinar

RRC Webinar: The Converging Worlds of Wealth and Retirement

This webinar will explore the converging worlds of retail wealth advice and institutional retirement plans.
Forum
June 4, 2026
Washington

DCIIA / EBRI / SPARK Public Policy Forum

Join policy makers, legislative and regulatory experts, and senior industry leaders for timely, highimpact conversations on retirement and public policy.
Forum
June 28, 2026
Kohler

2026 Advisor Institute Forum

Join other senior executives at this invitation-only event as we leave competition at the door and freely share ideas in a collaborative, intimate atmosphere.
Forum
November 5, 2026
8:30 AM
-
5:00 PM
New York

2026 Academic Forum

Join leading academics, innovative plan sponsors, and industry practitioners for the DCIIA Academic Forum, an intimate, insight rich gathering designed to spark ideas and advance the future of retirement research.

Why Attend DCIIA Events

Our events bring together plan sponsors, consultants, and service providers to share insights and solve challenges. You'll hear from industry experts, participate in meaningful discussions, and build relationships that matter.

Partner & Industry Events

Tuesday
14
Apr 2026
P&I's WorldPensionSummit
Stockholm
April 14, 2026
-
April 15, 2026
Sunday
19
Apr 2026
NAPA 401(k) Summit
Tampa
April 19, 2026
-
April 21, 2026
Tuesday
21
Apr 2026
Private Markets: The LP Perspective
Chicago
April 21, 2026
-
April 22, 2026
Sunday
31
May 2026
2026 PLANSPONSOR National Conference
Nashville
May 31, 2026
-
June 3, 2026
Sunday
28
Jun 2026
Advisor Institute Forum
Kohler
June 28, 2026
-
June 30, 2026
Sunday
27
Sep 2026
NAGDCA Annual Conference
Orlando
September 27, 2026
-
September 30, 2026
Wednesday
7
Oct 2026
PREA 36th Annual Institutional Investor Conference
Washington
October 7, 2026
-
October 9, 2026
Tuesday
20
Oct 2026
CIEBA Annual Meeting
October 20, 2026
-
October 22, 2026
Sunday
25
Oct 2026
Defined Contribution West
Huntington Beach
October 25, 2026
-
October 27, 2026
Wednesday
4
Nov 2026
DCIIA PSI Roundtable / RRC Summit / Academic Forum
New York
November 4, 2026
-
November 5, 2026
Sunday
8
Nov 2026
2026 PLANADVISOR 360
Orlando
November 8, 2026
-
November 11, 2026

DCIIA Awards

2025 Leaders

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Full name
Position

Organization Name

Antonio Arduini
Director

BlackRock

Karen Casillas
Vice President, Financial Advisor

CAPTRUST

Megan Hart
Head of West Region

Allspring Global Investments

Greg Kaplan
President, Retirement Services

Newfront Retirement Services, Inc.

Euphrasie Koffi
Manager

Ascensus

Steven Krichbaum
Director of Research, Equity

T. Rowe Price

Ana Mahony
CEO & Founder

Addition Wealth

Lucian Marinescu
Head of Investments, Institutional & Retirement Solutions

Morningstar Investment Management

Zhi Martinez
Sr. Director, Head of Strategy & Planning, Vanguard Workplace Solutions Advice & Wellness

Vanguard Group

Brendan McCarthy
Head of Nuveen Retirement Investing

Nuveen

Vidur Mehra
SVP - Defined Contribution

PIMCO

Jonathan Nolan
VP, Investment Consulting Services

Francis LLC

Monica Oswald
VP, Retirement Operations

Principal Financial Group

Priya Punatar
Director, Strategic Research

Fidelity Investments

Hunter Richardson
EVP, Chief Administrative Officer

FMOL Health

Bill Ryan
Managing Director, Head of Retirement Solutions

The Carlyle Group

Jeri Savage
Lead Retirement Strategist

MFS

Sue Seitz
Director of Compensation & Benefits

Schwarz Partners

Ed Shehan
Director, Workplace Benefits

Bank of America

Tiffany Shi
Investment Director

Cambridge Associates

Chris Stout
Head of National Markets

Pacific Life

Anuraag Tripathi
CEO and Co-Founder

Manifest

Alvaro Vega
SVP

Callan

Carol Waddell
Head of Retirement Solutions Group

Empower

2025 Rising Stars

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Full name
Position

Organization Name

Claire Berry
Marketing Associate and Client Manager

Edelman Financial Engines

Jonathon Breland
Director, Financial Services Data Strategy

OneDigital

Stephen Briggs
Business Development Associate

Custodia Financial

Brandon Buckley
Junior Producer

Newfront Retirement Services, Inc.

Christopher Ceder
Senior Retirement Strategist

Goldman Sachs

Sean Cribbin
Head of Retirement Product Solutions

Nuveen

Jonica Crumley
Director, Product Management

Principal Financial Group

Liam Curtin
Regional Director, DCIO CIT Distribution

FIS Reliance Trust

Matthew Dolezalek
Sr. Strategic Relationship Manager

Pacific Life

Pedro Dominguez
Financial Planner

Francis LLC

Kelly Dunmore
Director, Retirement Programs

ITW

Michael Esselman
Chief Investment Officer

OneDigital

Mack Fuller
Managing Director, Senior Portfolio Manager & Head of Sustainable Investing

PineBridge Investments

2024 Leaders

Placeholder image
Full name
Position

Organization Name

Elizabeth Aidoo
Director of DEI and Spanish Language Services, Financial Planner

Francis LLC

Michael Andeberhan
Sustainable Investing Strategist

State Street Global Advisors

Karen Biddle Andres
Director, Impact Strategy and Partnerships; Project Director, Retirement Savings Initiative

Aspen Institute Financial Security Program

Marina Batliwalla
Principal

Mercer

Tyndale Brickey
Women's Connect Group Co-Lead

Allspring Global Investments

Dianna Carr-Coletta
Managing Director

PGIM Private Capital

Christine Collins
Women's Connect Group Co-Lead

Allspring Global Investments

Rebecca Crockett
Senior National Account Manager

Franklin Templeton

Rene Eisele
Vice President, Relationship Management

Corebridge Financial

Kameka Grady
Vice President - People, Culture & Communications

Lincoln Financial

Marci Green
Head of Retirement and Third-Party Insurance Distribution

Goldman Sachs Asset Management

Keith Hennessey
Chief Financial Officer

Bechtel Corp.

Marc Howell
Managing Director, Enhanced Plan Design

Principal

Eriko Hozumi
Managing Director, Deputy General Counsel & Chief Legal Officer, Japan

PineBridge Investments

Katuri Kaye
Shareholder and DEI Director

Trucker Huss, APC

Jamie Kramer
Chief Investment Officer, Global Head of Multi-Asset Solutions

JPMorgan Asset Management

Rich Linton
President & Chief Operating Officer

Empower

Alison Lonstein
Partner

NEPC

Sona Menon
Partner, Head of North America Pension Practice

Cambridge Associates

Maureen O'Brien
Senior Vice President, Corporate Governance & Proxy Voting

Segal Marco Advisors

Beth Pattillo
Director, Retirement and Financial Programs

Leidos

Cheryl Pipia
Head of Global Sales Management

T. Rowe Price

Carmen Rive
Principal

Vanguard

Avery Robinson
Senior Vice President and Head of Real Assets Consulting

Callan

Paula Robinson
Senior Director

WTW

Alejandro Roman
Director, Institutional Retirement Services

S&P Dow Jones Indices

Yemi Rose
Founder, OfColor

Financial Finesse

Hannah Schriner
Managing Principal

Meketa Investment Group

Shams Talib
Executive Vice President, Head of Workplace Consulting and Enterprise DB

Fidelity Investments

Julie Varga
Senior Vice President, Product and Investment Specialist

Morningstar Investment Management

Kai Walker
Managing Director, Workplace Benefits Research and Inclusion Transformation

Bank of America

Jennifer Wing
Director, Strategic Execution & Integration

Pacific Life

Karen Witham
Vice President of Committees & Communications

DCIIA

Bob Zieser
Vice President, Client Services Leadership Specialty Market

Ascensus

Rachel Zou
Director, Multi-Asset Strategies & Solutions, Retirement Solutions

BlackRock

2024 Rising Stars

Placeholder image
Full name
Position

Organization Name

Ali Ahmed
Vice President, Global Thought Leadership

Fidelity Investments

Kristin Brooks
Senior Product Development Support Analyst

Pacific Life Insurance Company

Will Chau
Senior DC Investment Strategist

Allspring Global Investments

Jeff Clark
Head of Defined Contribution Research

Vanguard

Madhu Das
Vice President, Quality Engineering

Empower

James Davidson
Senior Communication Consultant

Corebridge Financial

Erika Eill
Vice President & Senior Actuarial Developer, Actuarial Technology & Systems

Segal

Meghan Farrell
Marketing Manager

Allianz Life Insurance Company of North America

Kei Ferguson
Senior Manager, Talent Development, Retirement Plan Services

T. Rowe Price

Ellery Fuliere
Front End Development Lead

Micruity

Debra Gates
Manager, CAPTRUST at Work

CAPTRUST Financial Advisors

Lauren Giordano
Research Analyst

Meketa Investment Group

Edward Jenkins
Vice President, Corporate Communications Manager, EMEA & APAC

PineBridge Investments

AJ Johnson
Business Coordinator IV

Principal Financial Group

Lindsay (LJ) Jones
Assistant Vice President, Capital Markets Research

Callan

Jenny Logan
Senior Client Service Manager

Ascensus

Rylee McCarthy
Senior Communication Manager

Edelman Financial Engines

Kasey Miller
Marketing Manager

Francis LLC

Martin Pasillas
Associate, Institutional Defined Contribution

BlackRock

Brynn Plummer
Vice President/Director, Diversity, Equity & Inclusion

AllianceBernstein

Kimberly Robinson
Relationship Manager

New York Life

Michael Sawula
Senior Director of Automated Portfolio Solutions

Morningstar Investment Management

Sidney Smith
Global Program Manager - Global Client Programs

Franklin Templeton

Laura Stibol
Director

Bank of America

Carol Sung
Head of Global Retirement Plans

Bechtel Corp.

Maria Surina
Managing Director

Cambridge Associates

Emily Watson
Senior Director

TIAA Institute

Member Voices

What DCIIA means to our community.

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Sarah Mitchell
Chief Investment Officer, Midwest Pension Fund

"I have been particularly impressed by DCIIA’s diversity and inclusion initiatives. They have advanced this work with a level of purpose and intentionality that seeks to enhance access to retirement security for all American workers."

Michael L. Davis
T. Rowe Price

"I think DCIIA is one of the best-kept secrets in the advisor community. Membership requires a nominal investment for the return. It really pays for itself in that you get ongoing access to insights from the top people in the retirement industry. My senior ERISA consultant tells me he’s locked down when it comes to our DCIIA membership – there’s no way we can go without the access to people and thought leadership that it provides."

Jason Chepenik
OneDigital

“When you have the opportunity to participate in an organization like DCIIA, you feel like you’re having an impact. That feeling inspires you to keep coming back, keep being involved. This is a group with a passion for defined contribution.”

Bill Ryan
The Carlyle Group

“I believe we are doing meaningful work at DCIIA that is pushing the industry forward. What I absolutely love is that individuals — who in their day jobs might be direct competitors — can come together, collaborate, and learn from each other.”

Mikaylee O'Connor
NEPC

“DCIIA is a true community of knowledgeable industry peers who are genuinely committed to improving retirement outcomes. The conversations and connections here broaden my perspective and elevate my work.”

Sara Shean
PGIM

"DCIIA brings together an esteemed mix of practitioners, researchers, and policymakers who are genuinely focused on improving retirement outcomes. Being part of this community has given me access to thoughtful content, candid conversations, and relationships that help us stay grounded in what truly matters for savers."

Amy Chou
Addition Wealth

Membership FAQ

Find quick answers to common questions about DCIIA membership but don’t hesitate to reach out for more details.

Who can join DCIIA?

DCIIA membership is held at the firm level and open to organizations across the retirement ecosystem, including asset managers, recordkeepers, advisors, consultants, plan sponsors, fintechs and service providers.

What is the cost of membership?

DCIIA’s annual membership dues are structured by organization type and size, using a tiered model that keeps membership accessible for firms across the industry. Membership is billed annually in January. For details or a personalized quote, reach out to membership@dciia.org.

What is included in my membership?

Members received seats at the three annual in-person forums, access to topical roundtable events and webinars, invitations to regional networking events, access to our curated resource library, and opportunities to contribute thought leadership through committee participation and speaking opportunities.

Membership in the RRC is priced independently and is not included in DCIIA membership dues. Plan Sponsors are welcomed to join the Plan Sponsor Institute at no cost and we offer travel stipends for qualifying individuals through our PSI Travel Reimbursement program.

How many people from my organization can participate?

Membership is firm‑wide, allowing an unlimited number of colleagues to engage online and participate on committees. Members also receive timely research and thought leadership and can attend regional networking events.

Need to add more people to your firm’s existing membership? Click Here

*Seats at DCIIA forums are limited by member firm based on membership tier.