Defined Contribution Institutional Investment Association


Salary Of Key Persons

20. Professional Money Managers and their Influence

Presented here are up to five of this organization’s highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. In some cases, these amounts may include compensation from related organizations. Read the IRS policies for compensation reporting

Annual Excellence & Innovation Awards With Pensions & Investments

Since 2012, DCIIA and Pensions and Investments have co-sponsored this annual award for DC plan sponsors. These awards are designed to recognize DC plan executives and their employers for well-executed, creative and unusual projects that help ensure participants have an adequate income at retirement. Entries are judged on innovation as well as excellence in execution.

What Our Members Say

DCIIA membership provides my firm with a broad network to tap for expertise and support both professionally and personally.

Being able to author thought leadership with some of the smartest players in the industry is beneficial to me, my firm, and our clients.

DCIIAs mission has been embraced by the leaders in the retirement industry and has made a difference in a very short time.

The member-run committee structure allows me to have a voice and be as engaged as I want.

DCIIA events are outstanding! DCIIA brings together the various players in the DC space plan sponsors, investment consultants, record keepers, lawyers to share ideas, insights and trends. Attending DCIIA events broadens my understanding and gives me added perspectives.

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Dciia Offers Tips On Adding A Retirement Tier Solution

With the nations population of retirees growing exponentially, a new white paper suggests that DC plan design must evolve to meet the needs of this growing demographic.

One fundamental way DC plan sponsors can support their near-retirees and retired participants is by introducing retirement tiers to help them manage their assets throughout retirement, according to the paper by the Defined Contribution Institutional Investment Association .

Within the industry, this is certainly a widely debated topic regarding the benefits of companies trying to keep assets in the plan, especially with the significant increase in assets expected to flow out of plans as Baby Boomers retire. For instance, a recent poll of Plan Sponsor Council of America members found that only a small percentage of plans are actively thinking about adding a retirement tier. Another survey suggests, however, that DC plans should offer investments and services that support retiree spending needs.

For those who might be considering a retirement tier, DCIIAs Engaging Participants in the Retirement Tier report provides a high-level framework that plan sponsors can use when introducing retirement tier solutions to participants.

Rollout and Engagement Efforts

Moreover, plan sponsors can work with their service providers to identify and target various demographics, which is key not only in designing the retirement tier offering but in segmenting the plans communications.

This Organization Cannot Be Evaluated Because It Is Not A 501 Irs Registered Nonprofit

Defined Contribution Institutional Investment Association (DCIIA ...

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Why Should You Consider Dciia Membership

We are a non-profit association dedicated to enhancing the retirement security of America’s workers. Membership is company based and can include as many employees as desired from any location or department. Heres a snapshot of the 180+ organizations that are members of DCIIA:

Plan sponsors engage with DCIIA via our Plan Sponsor Institute — if you are a plan sponsor and would like to learn more, please .

DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving the retirement security of Americas workers. We were founded in 2010 by a coalition of 42 industry firms who shared a view that, if the right steps are taken with a focus on participants, the existing DC system has the ability to support positive retirement outcomes for Americas workers.

Dciia Retirement Research Center

DCIIAs Retirement Research Center conducts rigorous, industry-informed research that is focused on actionable insights. We adhere to a disciplined research methodology, governance, and validation process. Our goal is to serve the industry and stakeholders as a reliable, fact-based, and authoritative research resource supporting improved financial and retirement security through public policy, behavioral factors that affect decision-making, and innovation that can improve financial security.

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Defined Contribution Institutional Investment Association


Ruling yearinfo

Washington, DC 20006 United States

Contact Information

Promotion of Business

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form 990 for 2019, 2018 and 2017.

Dciia Adds Vice President Of Research And Member Engagement

FinTech Startup Offers Institutional Investors Access to Crypto

Pamela Hess joined the Defined Contribution Institutional Investment Association as vice president of research and member engagement, a DCIIA spokeswoman confirmed Thursday.

The position is new, the spokeswoman said.

Ms. Hess worked at Aon Hewitt from 1999 to 2012, where she served as the companys director of retirement research, and was a founding member of DCIIA in 2010, according to a news release announcing her new role.

“We are thrilled to welcome Pam back to DCIIA,” said Lew Minsky, president and CEO, in the news release. “Her breadth and depth of industry experience make her the ideal person to fill this important role.”

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Data Sources: Irs Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. .

Previous: Finance & Accountability / Next: Leadership & Adaptability

Impact & Results

This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.

Impact & Results Score

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File for this organization. Learn more about the BMF on the IRS website


Activity data not reported from the IRS

Foundation Status:

All organizations except 501


Independent – the organization is an independent organization or an independent auxiliary .

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Why Join Dciia

  • Learn about the latest industry trends, news, and public policy developments

  • Discuss retirement issues with academics and policy makers

  • Attend three annual DCIIA Forum events each year: Academic Forum , Public Policy Forum , Innovation Forum

  • Connect with local members at our regional Ambassador events, held throughout the year

There are no additional fees for representatives of member firms to attend DCIIA events however, the number of registrations per firm is limited based on seating capacity for the event.

Who We Are

Steps for Adding a Retirement Tier to a

The Defined Contribution Institutional Investment Association is a non-profit association dedicated to enhancing the retirement security of Americas workers. To do this, DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving defined contribution outcomes. DCIIAs diverse group of members include investment managers, consultants and advisors, law firms, record keepers, insurance companies, plan sponsors and other thought leaders who are collectively committed to the best interests of plan participants.

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