Academic Forum
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Academic Forum

DCIIA's Annual Academic Forum

November 13-14, 2018

San Francisco

The DCIIA Academic Forum is an annual day-long event that brings together leading academics, innovative plan sponsors, and industry practitioners to share insights about how to improve retirement outcomes for America's workers.

Each member organization may register up to four people to attend the Academic Forum. Please check with your DCIIA Board Member representative before registering. You may access the Board Member representative list here.

Plan sponsors are welcome to register and join any DCIIA event without a registration fee.  Please contact us for registration information and for an invitation to plan sponsor only events at the Forum.

If you have questions, please contact us at:

Please click here to add the Academic Forum to your calendar.

Click here to preview 2018 Academic Forum materials.

Click here to review past Academic Forum materials.

2018 Academic Forum Speakers

Keynote Speakers:
Dr. Joe Coughlin, MIT Age Lab
Dr. Pepper Schwartz, University of Washington

Defined Contribution Asset Allocation and Mutual Fund Performance
Russ Wermers, University of Maryland
Clemens Sialm, University of Texas Austin
Moderator: Matt O’Hara, BlackRock

DCIIA Research Presentation on Custom Target Date Funds
Christopher Nikolich, AB

Financial Literacy and Wellness
Hector Ortiz, Consumer Financial Protection Bureau
Andrea Hasler, George Washington University
Moderator: Brent Davis, TIAA Institute

DCIIA RRC Presentation by the Academic Advisory Council
Gopi Shah Goda, Stanford University
Michael Drew, Griffith University
Michael Finke, The American College of Financial Services
Moderator: Warren Cormier, DCIIA RRC

Aging, Working Longer, and Financial Preparedness
Gopi Shah Goda, Stanford University
Brian Kaskie, University of Iowa
Presenter/Moderator: Steve Vernon, Stanford Center on Longevity

Retirement Income Decision Making
Suzanne Shu, University of California Los Angeles
Abigail Hurwitz, Hebrew University
Moderator: Drew Carrington, Franklin Templeton

November 13-14, 2018
San Francisco, CA
Register Now!


Meeting Location

77 Beale Street
San Francisco, CA

Hotel Location

The Palace Hotel
2 New Montgomery Street
San Francisco, CA

The DCIIA Academic Forum group room block is at The Palace Hotel. Please register here. The DCIIA group rate ($399 + tax) is available until October 15, 2018, subject to availability. If you have any questions, please contact our event team at: