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Past Meeting and Conference Materials

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Note: DCIIA reserves the right to use any photograph/video taken at any event sponsored by DCIIA, without the expressed written permission of those included within the photograph/video. DCIIA may use the photograph/video in publications or other media material produced, used or contracted by DCIIA including but not limited to: brochures, invitations, websites, etc.

2024 Academic Forum

Item Name Posted By Date Posted
2024 AF Recap PDF (2.94 MB) Administration 11/26/2024
2024 AF Agenda Link Administration 11/20/2024
After_the_Decision-_Guaranteed_Income.pptx PPTX (14.23 MB) Administration 11/21/2024
Balancing_Life_Events_with_Retirement.pptx PPTX (6.8 MB) Administration 11/21/2024
Before_the_Decision-Guaranteed_Income_Percept.pptx PPTX (6.43 MB) Administration 11/21/2024
Beyond_the_Diagnosis-_Alzheimer's_Costs_&_Car.pptx PPTX (11.97 MB) Administration 11/21/2024
Cheppy_AI_Demo.pptx PPTX (1.26 MB) Administration 11/21/2024
Effects_of_Student_Loan_Debt-Pre-Retirees_and.pptx PPTX (6.66 MB) Administration 11/21/2024
Introducing_a_Novel_Utility_Function_for_TDFs.pptx PPTX (7.72 MB) Administration 11/21/2024
iOme_Challenge_Winners-_Emerging_Voices_in_Re.pptx PPTX (6.1 MB) Administration 11/21/2024
Reevaluating_Auto-Features_in_DC_Plans.pptx PPTX (6.32 MB) Administration 11/21/2024
Research_Minute-Diversity_in_Asset_Management.pptx PPTX (7.97 MB) Administration 11/21/2024
Research_Minute-__The_Hare_and_the_Tortoise_.pptx PPTX (6.24 MB) Administration 11/21/2024
Research_Minute-_Three_Spending_Surprises.pptx PPTX (6.12 MB) Administration 11/21/2024
The_Human_Biology_of_Financial_Decision_Makin.pptx PPTX (6.43 MB) Administration 11/21/2024

2024 Innovation Forum

Item Name Posted By Date Posted
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2024 Public Policy Forum

Item Name Posted By Date Posted
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A - 2023 Academic Forum

Item Name Posted By Date Posted
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A - 2023 Advisor Institute Forum

Item Name Posted By Date Posted
2023 Agenda PDF (92.07 KB) Administration 11/13/2023

A - 2023 Innovation Forum

Item Name Posted By Date Posted
2023 RRC Summit Sessions Recap PDF (842.79 KB) Administration 4/25/2023
2023 IF Final Agenda PDF (214.88 KB) Administration 3/30/2023
2023 Reflections and Outlook PDF (8.73 MB) Administration 3/20/2023

A - 2023 Public Policy Forum

Item Name Posted By Date Posted
DCIIA/SPARK 2023 Public Policy Forum Recap PDF (1.08 MB) Administration 7/14/2023

B - 2022 Academic Forum

Item Name Posted By Date Posted
Addressing Racial, Ethnic and Gender Gaps in Retir PDF (779.11 KB) Administration 12/9/2022
Women in Retirement PDF (2.28 MB) Administration 12/1/2022

B - 2022 Advisor Institute Forum

Item Name Posted By Date Posted
2022 Agenda PDF (198.28 KB) Administration 9/9/2022

B - 2022 Innovation Forum

Item Name Posted By Date Posted
Innovation Forum Event Recap PDF (2.25 MB) Administration 8/16/2022
Retirement Income Rapid Fire (Recording) Link Administration 3/17/2022
Mass Customization & Personalization (Recording) Link Administration 3/17/2022
Innovations in Retirement Income (Recording) Link Administration 3/17/2022
Future Voice of DC (Recording) Link Administration 3/17/2022
Direct Indexing (Recording) Link Administration 3/17/2022
Defaults: Is Innovation Worth It? (Recording) Link Administration 3/17/2022
Blockchain in the Retirement Industry (Recording) Link Administration 3/17/2022
ESG (Recording) Link Administration 3/16/2022
ESG: Rapid Fire (Recording) Link Administration 3/16/2022
Unlocking the Treasure Trove of Data (Recording) Link Administration 3/16/2022
IF_030222_RetirementIncome_V2.pdf PDF (1.85 MB) Administration 3/7/2022
IF_030222_Defaults_V3.pdf PDF (5.81 MB) Administration 3/7/2022
IF_030222_Blockchain_V1.pdf PDF (955.99 KB) Administration 3/7/2022

B - 2022 Public Policy Forum

Item Name Posted By Date Posted
2022 Public Policy Forum Agenda PDF (141.49 KB) Administration 2/17/2023
DCIIA/SPARK 2022 Public Policy Forum Summary PDF (1.94 MB) Administration 8/16/2022

C - 2021 Innovation Forum

Item Name Posted By Date Posted
2021 Innovation Forum Summary PDF (436.44 KB) Administration 2/11/2021
2021 Innovation Forum Agenda PDF (196.18 KB) Administration 1/27/2021
2021 Innovation Forum Steering Committee PDF (44.39 KB) Administration 1/27/2021
Challenges of Innovation Link Administration 2/2/2021
DC Plans Done Fearlessly Link Administration 2/2/2021
Expanding Today’s Retirement System Link Administration 2/2/2021
Innovation in In-Plan Decumulation Strategies Link Administration 2/2/2021
Insights into Investment Innovations Outside US Link Administration 2/2/2021
Keynote Fireside Chat Link Administration 2/2/2021
Longevity, Trust & Innovation in Australia  Link Administration 2/2/2021
Picking Up the Pieces from 2020 Link Administration 2/2/2021
Success in the Midst of a Pandemic Link Administration 2/2/2021

C - 2021 Public Policy Forum

Item Name Posted By Date Posted
The Arc of Technology MP3 (21.34 MB) Administration 5/12/2021

D - 2020 Academic Forum

Item Name Posted By Date Posted
2020 Academic Forum Agenda PDF (94.47 KB) Administration 11/18/2020
2020 Academic Forum Speakers Link Administration 11/18/2020
Behavioral Economics Link Administration 11/18/2020
Solving the Longevity Puzzle in DC Plans Link Administration 11/18/2020
Transitioning into Retirement: Beyond Financials Link Administration 11/18/2020

D - 2020 Innovation Forum

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D - 2020 Public Policy Forum

Item Name Posted By Date Posted
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E - 2018 Investment Forum Materials

Item Name Posted By Date Posted
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E - 2019 Academic Forum

Item Name Posted By Date Posted
2019 Academic Forum Speakers Link Administration 11/22/2019
2019 Diversity and Inclusion Speakers Link Administration 11/22/2019
Inclusive Workplaces: Who is Promotion Ready? Link Administration 12/16/2019

E - 2019 Innovation Forum

Item Name Posted By Date Posted
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E - 2019 Public Policy Forum

Item Name Posted By Date Posted
Supplemental - Summary SEC Reg BI Link  [ more ] Administration 4/5/2019
Supplemental - DOL's Proposed Assoc Ret. Plans  Link  [ more ] Administration 4/5/2019
Supplemental - Summary DOL's Assoc Ret. Plans Link  [ more ] Administration 4/5/2019
Supplemental - Ruling on DOL's Assoc Ret. Plans  Link Administration 7/3/2019

F - 2017 Investment Forum Materials

Item Name Posted By Date Posted
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F - 2018 Academic Forum

Item Name Posted By Date Posted
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F - 2018 Public Policy Forum

Item Name Posted By Date Posted
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G - 2016 Investment Forum Materials

Item Name Posted By Date Posted
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G - 2017 Academic Forum

Item Name Posted By Date Posted
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G - 2017 Public Policy Forum

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H - 2016 Academic Forum

Item Name Posted By Date Posted
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H - 2016 Public Policy Forum

Item Name Posted By Date Posted
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