DCIIA Retirement Research Center

New in the 'Research Minute': What insights does the Future Value Index (FVI) reveal about windfall allocation choices? In a recently published report, the RRC shares insights about the Future Value Index (FVI), which is a simulation exercise that asked respondents how they would allocate a windfall bonus equivalent to one-month income based on their reported household income. Read more about the findings in this week's #ResearchMinute. https://lnkd.in/e99srF2U

Check out the terrific lineup of speakers and topics for our upcoming RRC Summit, November 12 at BNY Mellon in New York City: https://lnkd.in/eJvj_-J7

New in the 'Research Minute': Is personalization the next chapter for target date solutions? Guest contributors Sudipto Banerjee, Ph.D. and Jessica Sclafani, CAIA explore the growing interest in personalization and suggest that tailored investment solutions could further enhance retirement outcomes. To read more, visit our website for the full #ResearchMinute: https://lnkd.in/eaWDeNyz

New in the 'Research Minute': What are plan sponsor perspectives on managed accounts? In spring 2024, DCIIA hosted roundtable discussions with a diverse group of plan sponsors, bringing together nearly two dozen employers to explore the dynamic topic of managed accounts within defined contribution (DC) plans. Read more about the findings from this conversation in the full #ResearchMinute here: https://lnkd.in/eHuYQXh8

Posting on behalf of PLANSPONSOR: Are you curious about how your retirement plan stacks up against others in your industry? Join the thousands of defined contribution plan sponsors that participate in the annual PLANSPONSOR DC Survey and gain access to comprehensive benchmarking data that can guide your plan design and investing and financial wellness strategies. What you'll receive: Free Industry Report: For your participation, you'll receive a report of your choice from our set of more than 50 Industry Reports. Plan Benchmarking Data: See how your retirement plan compares to others in your industry or of your plan type and identify opportunities for improvement. Plan Recognition: Not only will your plan be a part of our confidential DC plan database, but it will be considered for our Best in Class designation. Your input is invaluable. Take the survey today and equip yourself with the knowledge to stay ahead in a competitive benefits landscape! Questions about the survey can be directed to [email protected]. https://lnkd.in/eHGWAHE9 Pamela Hess

New in the 'Research Minute': Are there discernible differences among generations and ethnicities when considering in-plan annuities? Guest contributor Meghan Farrell writes this week's #ResearchMinute about the insights from Allianz' 2024 2Q Quarterly Market Perceptions Study, where participants were surveyed on their demand for in-plan guaranteed lifetime income solutions. Read the full Minute on our website: https://lnkd.in/eAY8UFP3

𝗥𝗥𝗖'𝘀 𝗟𝗮𝘁𝗲𝘀𝘁 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵: 𝗖𝗜𝗧𝘀 As summer winds down, we invite you to share your insights in our brief survey on Collective Investment Trusts (CITs). Your feedback will contribute to a deeper understanding of CITs and their impact on the industry. 𝗧𝗶𝗺𝗲: Less than 5 minutes 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲: September 30th 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝘁𝗶𝗮𝗹 & 𝘼𝙣𝙤𝙣𝙮𝙢𝙤𝙪𝙨 Share your opinion on the future of CITs here: https://lnkd.in/ep_Py4eJ

New in the 'Research Minute': How are recordkeepers adapting retirement income strategies for the future? (part three) This week in the final part of the series on the RRC's 2024 recordkeeper study, examine more closely the technological development needs and the role of middleware in retirement income solutions. Read the full #ResearchMinute here: https://lnkd.in/gMt5WKSU

New in the "Research Minute": How are recordkeepers adapting retirement income strategies for the future? (part two) -- There is a significant burden on recordkeepers in managing the technical demands of implementing and maintaining new retirement income solutions. To address these challenges, recordkeepers are adopting strategies such as developing proprietary solutions that can serve multiple clients, forming strategic partnerships, and leveraging external technology providers. Learn more: https://lnkd.in/gvMqfBTq

On September 19, RRC Executive Director Pam Hess will participate in a discussion on financial wellness hosted by PLANSPONSOR. Retirement plan sponsors, advisors, and policy experts will offer suggestions for how best to define and measure participants' financial wellness and how they evaluate the myriad new offerings resulting from the voluntary benefits provisions of SECURE 2.0. https://lnkd.in/eQt3zXXr