This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.
White Papers

5.14.2019: Sustainable Investing in Defined Contribution Plans: A Guide for Plan Sponsors (pdf)

3.18.2019: Custom Target Date Fund Study (pdf)

2.2017: Design Matters - The Influence of DC Plan Design on Retirement Outcomes (pdf)

2.2017: A Financial Wellness Primer – Why Financial Wellness? (news release)

10.2016: Building a Common Language to Promote Adoption of Auto Features in DC Plans (pdf)

7.2016: Automatic Plan Features in Defined Contribution Plans: What’s in it for Plan Sponsors? (pdf)

12.2014: Qualifying Longevity Annuity Contracts - Frequently Asked Questions (pdf)

2.2014: DCIIA Guide To U.S. Department Of Labor Tips On Selecting Target Date Funds (pdf)

12.2013: Rethinking Defined Contribution Communication and Education (pdf)

6.2013: Best Practices When Implementing Auto Features in DC Plans (pdf)

5.2013: Is it Time to Diversify DC Risk with Alternative Investments? (pdf)

4.2013: What's On the Investment Menu? A Recipe for a Better DC Design (pdf)

4.2013: Complex Investments and Navigating the New Participant Disclosure Rules - A Guide for Defined Contribution Plan Sponsors and their Service Providers (pdf)

12.2012: Plan Sponsor Survey 2012: Action Needed to Drive Better Participant Outcomes (pdf)

2.2012: The "To vs. Through" Target Date Debate - Is There a Better Way to Frame the Glide
Path Discussion?

10.2011: Institutionalizing DC Plans - Reasons Why and Methods How (pdf)

8.2011: Plug the Drain: 401(k) Leakage and the Impact on Retirement (pdf)

3.2011: Considerations for Implementing a Custom Target Date Approach: - A Guide for Defined Contribution Plan Sponsors (pdf)

9.2010: Financial Regulation and Consequences on America's Retirement Savings (pdf)