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Plan Sponsor Perspectives and Surveys
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Welcome to DCIIA's online resource library for DCIIA and member thought leadership. If you have resources to contribute in this topic area contact us at

DCIIA posts links to member content as a service to our members, plan sponsors, and the broader retirement industry. Some sites may require registration. Posting these links does not imply endorsement and we are not responsible for non-DCIIA content. Please advise us of any broken links or other updates.

DCIIA Publications

DCIIA Fourth Biennial Plan Sponsor Survey
Auto Features Continue to Grow in Popularity
December 2017

DCIIA Plan Sponsor Survey 2014
Focus on Automatic Plan Features
June 2015

Plan Sponsor Survey 2012
Action Needed to Drive Better Participant Outcomes
December 2012

Plan Sponsor Survey
Structuring DC Plan Automatic Features to Pump Up Retirement Savings
March 2011

Member Publications

2019 DC Pulse: 403(b) Report
April 2019

BlackRock's second report from the 2019 DC Pulse Survey finds that 403(b) and 401(k) plan sponsors and participants continue to diverge in surprising ways.

Defined Contribution Retirement Plan Handbook
June 2019

This handbook by Russell Investments is designed to help you better understand today’s DC market and prevailing best practices as you build a plan to help meet participants’ retirement income needs within the context of meeting your fiduciary obligations.

2019 DC Pulse Survey
April 2019

BlackRock's 2019 DC Pulse Survey offers key takeaways for plan design, investments and in-plan retirement income options–and reveals the link between retirement planning and current well-being.

2018 ESG Survey
July 2018

Callan's sixth annual survey assessing the status of environmental, social, and governance (ESG) investing in the U.S. institutional investment market reveals more than forty percent of investors are incorporating ESG factors into investment decisions. Authors Anna West and Shane Blanton

Advancing the Way We Think About Perceptions of Risk and Achieving Outcomes
July 2018

T. Rowe Price surveyed DC plan sponsors to provide a new perspective on connecting long term objectives, perceptions of various risk factors, and decision making on the QDIA.

How America Saves 2018: Telling the Retirement Story with Data
June 2018

Get the latest on DC retirement plan trends in Vanguard’s How America Saves 2018.

2018 Defined Contribution Trends Survey
January 2018

Callan's 11th Annual DC Trends Survey highlights plan sponsors' key themes from 2017 and expectations for 2018. Authored by Lori Lucas, CFA, Jamie McAllister, and Thomas Szkwarla.

DC Plan Governance Survey Key Findings
November 2017

Infographic of the key findings from the DC Observer article featuring Callan's Survey on DC plan governance. 11.13.2017

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