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Defined Contribution Institutional Investment Association

Learn about this cause: Is it Legit? Do I like the mission? What is the CEO's salary?

EIN: 271573481 ✦ Jupiter, FL ✦ Designated as a 501(c)(6)

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Overview

What is Defined Contribution Institutional Investment Association?

The Defined Contribution Institutional Investment Association (DCIIA) is a nonprofit organization situated in Jupiter, Florida. Its primary mission is to cultivate a collaborative environment among the leaders of the defined contribution community. DCIIA achieves this objective through various forums, including an annual public policy forum, an academic forum, and an innovation forum. The public policy forum fosters relationships with key players in the policy community, such as congressional members and regulatory bodies. The academic forum brings together industry leaders, academics, and plan sponsors for discussions on retirement income, behavioral finance, and advanced investment design. Lastly, the innovation forum focuses on future trends in the defined contribution industry, showcasing expert speakers from member firms. With a dedicated workforce of around 13 individuals, DCIIA serves as a platform for knowledge sharing and strategic collaboration within the defined contribution sector.


Official website here: www.dciia.org

Is Defined Contribution Institutional Investment Association legitimate?

Defined Contribution Institutional Investment Association is a legitimate nonprofit organization registered as a 501(c)(6) entity. Defined Contribution Institutional Investment Association submitted a form 990, which is a tax form used by tax-exempt organizations in the U.S., indicating its operational transparency and adherence to regulatory requirements. Donations to this organization are tax deductible.


Heare are some key statistics you may want to consider:

Executive Compensation: $769,798
Professional Fundraising Fees: $0
Other Salaries and Wages: $498,025

For more financial information, click here


Official website here: www.dciia.org

What is the mission statement of Defined Contribution Institutional Investment Association?

The Defined Contribution Institutional Investment Association (DCIIA) aims to stimulate discourse among the prominent figures in the defined contribution sector. To accomplish this, the association organizes various forums. The Public Policy Forum, a collaboration with SPARK Institute, is an annual event that brings industry leaders and key players in the policy community together, including members of Congress, senior Capitol Hill staff, and regulatory bodies like the Department of Labor, Securities and Exchange Commission, and the U.S. Treasury. Additionally, DCIIA provides members with updates from its committees at this forum.

The association also hosts an Annual Academic Forum, which is open to all DCIIA members. This forum gathers around 300 industry leaders and thought leaders from the academic and plan sponsor communities to discuss topics such as behavioral finance, retirement income, and advanced investment design. Furthermore, DCIIA organizes an Annual Innovation Forum, which focuses on subjects shaping the future of the defined contribution industry and features expert speakers from its member firms.


Official website here: www.dciia.org

Who is the CEO of Defined Contribution Institutional Investment Association?

Lew Minsky is the Immediate Past Chair of Defined Contribution Institutional Investment Association. The CEO's salary of Defined Contribution Institutional Investment Association is $611,429 and their total compensation is $640,879.


Official website here: www.dciia.org

What is the revenue of Defined Contribution Institutional Investment Association?

Defined Contribution Institutional Investment Association's revenue in 2022 was $2,217,317.


Official website here: www.dciia.org

Who are the executives of Defined Contribution Institutional Investment Association and what are their salaries?

The average compensation at Defined Contribution Institutional Investment Association during 2022 was $97,525. There are 13 employees and 44 volunteers at Defined Contribution Institutional Investment Association.


Here are 50 key members and their salaries (Defined Contribution Institutional Investment Association's CEO's salary is $611,429 and their total compensation is $640,879):


David Musto (Immediate Past Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mary Beth Glotzbach (Co-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Lyon (Co-Chair)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mike Raso (Treasurer)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Andeberhan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kristin O'Donnell (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vikrant Arya (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Catherine Collinson (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Steve Ferber (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michelle Rappa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Vidya Rajappa (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Rob Austin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Melissa Kahn (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lavina Mehta (Director Until January 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kristen Colvin (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Aaron Borders (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Erin Donnelly (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Tony Tomich (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Elizabeth Heffernan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
James Martielli (Director Until March 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Knowles (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Eileen Kwei (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Bill Ryan (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Carol Waddell (Director Until February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Mikaylee O'Connor (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jane Greenfield (Director As Of March 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jessica Sclafani (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Anast (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Davis (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Kevin Morris (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Allegra Heyligers (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Michael Kreps (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Jamie Mcallister (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Nikolich (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Johanna Vogel (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Dan Bruns (Director Until July 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Katie Hockenmaier (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Matthew Rauseo (Director)
  • Compensation: $0
  • Related: $0
  • Other: $0
Catherine Reilly (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Hannah Schriner (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Megan Yost (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Beth Pattillo (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Simon Franklin (Director As Of February 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Chris Weirath (Director As Of August 2022)
  • Compensation: $0
  • Related: $0
  • Other: $0
Lew Minsky (President & Ceo)
  • Compensation: $611,429
  • Related: $0
  • Other: $29,450
Warren Cormier Executive (Director Of Dciia Rrc)
  • Compensation: $225,000
  • Related: $0
  • Other: $7,650
Margaret Peg Knox (Chief Operating Officer)
  • Compensation: $222,500
  • Related: $0
  • Other: $18,138
Pam Hess (Vice President Of Research Dciia Rrc)
  • Compensation: $162,500
  • Related: $0
  • Other: $2,400
Karen Witham Vp Of (Communications & Marketing)
  • Compensation: $115,000
  • Related: $0
  • Other: $4,148
Amanda Mccormick (Vp Of Operations)
  • Compensation: $125,000
  • Related: $0
  • Other: $4,338


Official website here: www.dciia.org

Where can I find the form 990 for Defined Contribution Institutional Investment Association?

Defined Contribution Institutional Investment Association's most recent form 990 was submitted in 2022 and can be accessed here.


Official website here: www.dciia.org

Learn more at the official website: www.dciia.org

Mission Statement of Defined Contribution Institutional Investment Association

The Defined Contribution Institutional Investment Association, often referred to as DCIIA, is an organization dedicated to fostering dialogue among leaders in the defined contribution community. Its mission is centered around promoting collaborative relationships between industry leaders and key players in the policy community, such as members of Congress, senior Capitol Hill staff, the Department of Labor, the Securities and Exchange Commission, and the U.S. Treasury, as well as similar international entities. DCIIA achieves this by organizing an annual public policy forum open to all its members, providing a platform for open discussions and updates on each of its committees' work.

In addition to the public policy forum, DCIIA also hosts an academic forum, a one-day event that 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. Furthermore, DCIIA conducts an annual innovation forum, focusing on topics driving the future of the defined contribution industry and featuring expert speakers from its member firms. These forums serve as platforms for knowledge sharing, fostering dialogue, and driving innovation within the defined contribution community.

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Impact




October, 2024

The Defined Contribution Institutional Investment Association (DCIIA) plays a crucial role in advancing the dialogue within the defined contribution community. It facilitates collaboration among industry leaders, policy makers, and academic experts, enhancing the effectiveness and innovation of retirement savings plans.

One of its key initiatives is the annual Public Policy Forum, which creates an essential platform for engagement between the defined contribution sector and influential policymakers, including members of Congress and officials from regulatory bodies like the Department of Labor and the SEC. This fosters stronger relationships and ensures that the interests of the defined contribution community are represented in legislative discussions.

Additionally, the Academic Forum convenes over 300 industry leaders and scholars to explore pressing topics such as behavioral finance and retirement income strategies. This cross-pollination of ideas drives improvements in investment design and aligns research with practical applications, ultimately benefiting plan sponsors and participants.

The Innovation Forum further pushes the boundaries of the sector by spotlighting emerging trends and topics that shape the future of defined contributions. By bringing together experts and thought leaders, DCIIA helps its members stay at the forefront of industry advancements.

Overall, DCIIA’s impact lies in its ability to promote dialogue, collaboration, and innovation, significantly enhancing the landscape of retirement savings and investment strategies.




This information is meant to be a general summary of Defined Contribution Institutional Investment Association. Please take the time to review official sources before making any decisions based upon the content provided here.


Financials

This financial information is from Propublica.

Revenue
$2,217,317 (2022)
Expenses
$2,276,772 (2022)
Efficiency

Other financial information:

This information is from the most recently submitted tax form from this organization, which was in 2022.

  • Program Service Revenue: $1,820,972
  • Gross Receipts: $2,217,317

Assets and Liabilities:

  • Total Assets: $2,445,374
  • Total Liabilities: $885,106
  • Net Assets: $1,560,268

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Programs

Programs are reported by nonprofits in their tax forms and are normally their tax-exempt activities.

MEMBERSHIP REVENUE

Revenue

$1,705,290

PROJECT REVENUE

Revenue

$88,250

MEETING REVENUE

Revenue

$27,432

Organization Details

Founding Year

2010

Principal Officer

Lew Minsky

Main Address

201 N US HIGHWAY 1 D10 1088, JUPITER, FL, 33477

NTEE Category

Code: S41 - Community improvement

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