Press Release

DCIIA Announces Launch of Plan Sponsor Institute

Issued by Defined Contribution Institutional Investment Association [DCIIA]

Jan. 19, 2021

Founding Members Include 29 Plan Sponsor Organizations; Strategy Driven by 15-Member Executive Committee

WASHINGTON, DC (January 19, 2021) – Today, the Defined Contribution Institutional Investment Association (DCIIA) announced the formal launch of the DCIIA Plan Sponsor Institute (PSI), an educational and networking organization that is open for membership to all defined contribution plan sponsors.

The PSI fosters connection, collaboration and candid discussions in a plan sponsor-only environment. PSI members have access to quarterly PSI-only summits and various educational/networking events as well as all DCIIA member events, including three annual Forums around the themes of innovation, public policy, and research. Modest annual dues allow for anyone at the member organization who is involved with retirement plan administration and management to participate in the PSI. To learn more about the PSI’s members, structure, and benefits, please visit the PSI website.

“The launch of the DCIIA PSI represents an important next step in our evolving and important engagement with plan sponsors,” said Lew Minsky, president and CEO of DCIIA. “We are excited to take plan sponsor involvement with DCIIA to the next level and are grateful to our inaugural members and Executive Committee for helping us have such a strong launch of this organization dedicated exclusively to meeting the needs of plan sponsors.”

“I’m proud to serve as the first Executive Committee chair for the DCIIA Plan Sponsor Institute,” said Lavina Mehta, retirement plans manager of Bechtel Global Corporation. “There is incredible value in connecting with other plan sponsors who are facing similar challenges and opportunities in today’s quickly evolving retirement landscape. The PSI fills an important need by creating a plan sponsor-only space to facilitate important conversations, create targeted educational materials, and provide feedback to the broader retirement industry.”

In addition to connecting with DCIIA’s broader membership of investment managers, consultants and advisors, law firms, record keepers, insurance companies, and others, PSI members will have regular engagement with policy makers as well as the DCIIA Retirement Research Center and its members.

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