Organizations Filed Purposes:
TO FOSTER A DIALOGUE AMONG THE LEADERS OF THE DEFINED CONTRIBUTION COMMUNITY.
ANNUAL FORUMS AND SUMMIT: PUBLIC POLICY FORUM - DCIIA PROVIDES AN ANNUAL ONE-DAY PUBLIC POLICY FORUM MEETING OPEN TO ALL OF ITS MEMBERS. THE PUBLIC POLICY FORUM PROVIDES AN OPPORTUNITY TO PROMOTE COLLABORATIVE RELATIONSHIPS BETWEEN INDUSTRY LEADERS AND THE KEY PLAYERS IN THE POLICY COMMUNITY SUCH AS MEMBERS OF CONGRESS, SENIOR HILL STAFF, DEPARTMENT OF LABOR, SECURITIES AND EXCHANGE COMMISSION, AND THE U.S. TREASURY. THE PUBLIC POLICY FORUM ALSO PROVIDES MEMBERS WITH UPDATES FROM EACH OF THE ASSOCIATION'S COMMITTEES.ACADEMIC FORUM - DCIIA PROVIDES AN ANNUAL ONE-DAY MEETING OPEN TO ALL OF ITS MEMBERS. THE ACADEMIC FORUM BRINGS TOGETHER OVER 300 INDUSTRY LEADERS WITH THOUGHT LEADERS IN THE ACADEMIC AND PLAN SPONSOR COMMUNITIES. TOPICS AT THE ACADEMIC FORUM INCLUDE DISCUSSIONS ON BEHAVIORAL FINANCE, RETIREMENT INCOME, AND ADVANCED INVESTMENT DESIGN.INNOVATION FORUM AND MEMBERSHIP MEETING - DCIIA PROVIDES AN ANNUAL ONE-DAY INNOVATION FORUM OPEN TO ALL OF ITS MEMBERS. THE INNOVATION FORUM FOCUSES ON TOPICS DRIVING THE FUTURE OF THE DEFINED CONTRIBUTION INDUSTRY AND FEATURES EXPERT SPEAKERS FROM OUR MEMBER FIRMS. THE MEMBERSHIP MEETING, OUR ANNUAL MEMBER BUSINESS MEETING, COINCIDES WITH THE INNOVATION FORUM.
MEMBERSHIP AND PUBLIC RELATIONS: THE EXECUTIVE DIRECTOR REPRESENTS DCIIA TO THE PRESS AND TO EXTERNAL STAKEHOLDERS AND PARTICIPATES IN INDUSTRY EVENTS ON BEHALF OF DCIIA.
COMMITTEES AND MEETINGS - DCIIA'S MEMBERS MAY PARTICIPATE IN THE FOLLOWING COMMITTEES: DIVERSITY AND INCLUSION, GLOBAL, INVESTMENT POLICY AND DESIGN, PLAN DESIGN AND ADMINISTRATION, PUBLIC POLICY, AND RETIREMENT INCOME. THESE COMMITTEES BRING TOGETHER A DIVERSE GROUP OF DC PROFESSIONALS, INCLUDING: INVESTMENT MANAGERS, INSURANCE COMPANIES, CONSULTANTS, RECORD KEEPING AND TRUST COMPANIES, PLAN SPONSORS, LAW FIRMS, ACADEMIA, AND OTHER STAKEHOLDERS FOCUSED ON IMPROVING FINANCIAL OUTCOMES FOR AMERICA'S WORKERS. THESE COMMITTEES FURTHER THE MISSION OF DCIIA THROUGH THE FOLLOWING STRATEGIES: PROVIDES AN INDEPENDENT FORUM FOR THOUGHT LEADERSHIP ON ADVANCING DEFINED CONTRIBUTION AND RETIREMENT INCOME DESIGN, INCLUDING INSTITUTIONAL DEFAULT INVESTMENT STRATEGIES AND RETIREMENT INCOME SOLUTIONS; CONDUCTS RESEARCH, PUBLISHES ANALYSIS AND INSIGHTS, AND HOSTS EVENTS THAT SUPPORT THE ADVANCEMENT OF INSTITUTIONAL APPROACHES AND BETTER DEFINED CONTRIBUTION DESIGN; IDENTIFIES AND REMOVES BARRIERS FOR PLAN SPONSORS SO THAT THEY MAY PURSUE IMPROVED DEFINED CONTRIBUTION INSTITUTIONAL INVESTMENT STRUCTURES; ENCOURAGES IMPROVED FIDUCIARY PRACTICES AND TOOLS TO SUPPORT INSTITUTIONAL DEFINED CONTRIBUTION PLAN DESIGN; AND EDUCATES LEGISLATORS AND REGULATORS ABOUT ISSUES AND CHALLENGES IN INSTITUTIONAL DEFINED CONTRIBUTION PLAN DESIGN AND BETTER APPROACHES TO RETIREMENT SECURITY.DCIIA HOLDS REGIONAL EVENTS IN VARIOUS CITIES THROUGHOUT THE YEAR. THESE EVENTS OFFER EDUCATIONAL OR NETWORKING OPPORTUNITIES FOR DCIIA'S MEMBERS. DCIIA HOLDS AN ANNUAL PLANNING MEETING WITH ITS BOARD TO DISCUSS VARIOUS STRATEGIC AND ORGANIZATIONAL MATTERS THAT MAY INFLUENCE DCIIA'S JOURNEY TOWARDS ITS MISSION.
Executives Listed on Filing
Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing
| Name | Title | Hours Per Week | Total Salary |
|---|
| Lew Minsky | EXECUTIVE DIRECTOR | 40 | $488,150 |
| Margaret Peg Knox | CHIEF OPERATING OFFICER | 40 | $283,333 |
| Warren Cormier Executive | DIRECTOR OF DCIIA RRC | 0 | $225,000 |
| Marianne Sullivan | VP OF COMMITTEES & PROJECTS | 40 | $110,400 |
| Karen Witham | VP OF COMMUNICATIONS & MARKETING | 40 | $103,200 |
| Carol Waddell | DIRECTOR | 2 | $0 |
| Jessica Sclafani | DIRECTOR | 2 | $0 |
| Josh Dietch | DIRECTOR | 2 | $0 |
| Bill Ryan | DIRECTOR | 2 | $0 |
| Mikaylee O'Connor | DIRECTOR | 2 | $0 |
| James Martielli | DIRECTOR | 2 | $0 |
| Neil Lloyd | DIRECTOR | 2 | $0 |
| Eileen Kwei | DIRECTOR | 2 | $0 |
| Kevin Knowles | DIRECTOR | 2 | $0 |
| Chris Karam | DIRECTOR | 2 | $0 |
| Elizabeth Heffernan | DIRECTOR | 2 | $0 |
| Derek Dorn | DIRECTOR | 2 | $0 |
| Erin Donnellly | DIRECTOR | 2 | $0 |
| Anne Ackerley | DIRECTOR | 2 | $0 |
| Kristen Colvin | DIRECTOR | 2 | $0 |
| Melissa Kahn | DIRECTOR | 2 | $0 |
| Rob Austin | DIRECTOR | 2 | $0 |
| John Payne | DIRECTOR | 2 | $0 |
| David Blanchett | DIRECTOR | 2 | $0 |
| Mike Raso | DIRECTOR | 2 | $0 |
| Catherine Collinson | DIRECTOR | 2 | $0 |
| Lee Freitag | DIRECTOR | 2 | $0 |
| Josh Cohen | DIRECTOR | 2 | $0 |
| Marla Kreindler | DIRECTOR | 2 | $0 |
| David Levine | DIRECTOR | 2 | $0 |
| Allegra Heyligers | SECRETARY | 2 | $0 |
| Chris Lyon | TREASURER | 2 | $0 |
| Mary Beth Glotzbach | VICE CHAIR | 2 | $0 |
| David Musto | CHAIR | 2 | $0 |
Data for this page was sourced from XML published by IRS (
public 990 form dataset) from:
https://s3.amazonaws.com/irs-form-990/202043029349301804_public.xml