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DCIIA Publications Directory

A-2019 Publications

Item Name Posted By Date Posted
5.14.19 Sustainable Investing DC Guide PDF (172.08 KB) Administration 5/20/2019
3.18.19 - Custom Target Date Fund Survey PDF (1.53 MB) Administration 4/30/2019

B-2018 Publications

Item Name Posted By Date Posted
5.1.18: Plan Design Matters, Money Out PDF (560.31 KB) Administration 5/1/2018
DC 101: Multi-Asset, Multi-Mgr, White Label Option Link  more ] Administration 3/27/2018

C-2017 Publications

Item Name Posted By Date Posted
12.1.17: DCIIA 4th Biennial Plan Sponsor Survey PDF (966.12 KB) Administration 12/2/2017
09.28.17: Guide – MultiAsset/Multi Mgr White Label PDF (1.32 MB)  more ] Administration 10/4/2017
07.25-17: Press Release – Plan Design PDF (165.35 KB)  more ] Administration 8/31/2017
07.11.17: Press release – Financial Wellness PDF (328 KB)  more ] Administration 8/31/2017
07-2017: White Paper - Design Matters PDF (746.01 KB) Administration 8/2/2017
07-2017: White paper - Financial Wellness Primer PDF (676.54 KB)  more ] Administration 7/23/2017
04-2017: Comment Letter: Examination of the Fiduc PDF (280.1 KB) Administration 8/19/2017
01-17: Presentation – Guide to Common Vehicles PDF (1.09 MB)  more ] Administration 8/29/2017

D-2016 Publications

Item Name Posted By Date Posted
12 -2016: DOL Comment Letter – Form 5500 PDF (1.01 MB) Administration 8/19/2017
10-2016: White Paper - Building Common Language PDF (264.12 KB) Administration 8/19/2017
07-2016: White Paper – What's in it for Plan Sps PDF (555.36 KB) Administration 8/19/2017
02-2016: Research Brief – Plan Leakage PDF (246.5 KB) Administration 2/4/2019
01-2016: Comment Letter: Resp to DOL: State Saving PDF (195.63 KB) Administration 8/19/2017

E-2015 Publications

Item Name Posted By Date Posted
12-2015: White Paper – Retirement Income Solutions PDF (591.56 KB) Administration 8/19/2017
09-2015: Presentation – Benefits of Illiquidity PDF (2.9 MB) Administration 8/19/2017
09-2015: Supplemental – Q&A Auto Features PDF (337.51 KB) Administration 8/19/2017
07-2015: Comment Letter – Definition of Fiduciary PDF (1.22 MB) Administration 8/19/2017
06-2015: White Paper – Plan Sponsor Survey (2014) PDF (954.72 KB) Administration 8/19/2017
05-2015: White Paper – DC Plan Success Factors PDF (347.04 KB) Administration 8/19/2017

F-2014 Publications

Item Name Posted By Date Posted
02-2014: White Paper – Guide DOL Tips Target Date PDF (309.59 KB) Administration 8/19/2017
03-2014: White Paper–Implement Auto Features FAQ PDF (254.73 KB) Administration 8/19/2017
12-2014: White Paper–Qualifying Longevity Annuity PDF (313.41 KB) Administration 8/19/2017
04-2014: Press Release DC Auto Features Town Hall PDF (134.3 KB) Administration 3/16/2018
05-2014: Press Release – FAQ DCIIA Resource Center PDF (132.92 KB) Administration 3/16/2018

G-2013 Publications

Item Name Posted By Date Posted
12-2013: White Paper: Rethink DC Communication/Edu PDF (187.36 KB)  more ] Administration 8/19/2017
09-2013: Comment Letter – SEC Response Money Mkt. PDF (1.06 MB) Administration 8/19/2017
08-2013: White Paper–Institutionalizing DC Plans PDF (494.36 KB) Administration 8/19/2017
8-2013: Comment Letter: Response to DOL Re: ANPRM PDF (1.19 MB) Administration 8/19/2017
06-2013: White Paper–Best Practices Auto Feature PDF (382.15 KB) Administration 8/19/2017
05-2013: White Paper – Diversify DC Risk with Alts PDF (516.04 KB) Administration 8/19/2017
04-2013: White Paper – Participant Disclosure 404a PDF (1.94 MB) Administration 8/19/2017
04-2013: White Paper – What's on Investment Menu? PDF (450.97 KB) Administration 8/19/2017

H-2012 Publications

Item Name Posted By Date Posted
12-2012: White Paper: PS Survey 2012: outcomes PDF (377.74 KB)  more ] Administration 8/19/2017
02-2012: White Paper: Target Date Debate PDF (224.31 KB)  more ] Administration 8/19/2017

I-2011 Publications

Item Name Posted By Date Posted
DCIIA Comment Letter DOL Definition Fiduciary PDF (73.35 KB) Administration 3/16/2018
DCIIA considerations for implementing a custom.pdf PDF (1.61 MB) Administration 3/16/2018
DCIIA auto features survey paper PDF (845.42 KB) Administration 3/16/2018
CFTC SEC request for comment on stable value c.pdf PDF (205.49 KB) Administration 3/16/2018
Impact of auto-enrollment & automatic contribution PDF (764.69 KB) Administration 3/16/2018
DCIIA Senate Testimony Auto Features PDF (44.69 KB) Administration 3/16/2018
DCIIA Research - Raising the Bar Pumping up Retire PDF (359.17 KB) Administration 3/16/2018
White paper: DCIIA Plug the Drain PDF (1.33 MB) Administration 3/16/2018
DCIIA Institutionalizing DC plans & Reasons Why PDF (721.81 KB) Administration 3/16/2018

J-2010 Publications

Item Name Posted By Date Posted
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