Links of Interest

A publication from Investmentwires directed to defined contribution plan executives.

Professional organization dedicated to serving the needs of investment Sales and Marketing executives.  The membership includes 800 individuals in 15 countries.

20,000+ members and four premier retirement industry associations include every type of pension professional – from business owners, actuaries, consultants and administrators, to insurance professionals, financial advisors, accountants, attorneys and human resource managers.

High quality, customized market research and management consulting  to senior management personnel at leading financial services firms

Nation’s only membership organization exclusively dedicated to meeting the professional needs of human resources leaders in healthcare.

Provides educational opportunities to pension plan professionals and monitors legislation that impacts the highly regulated pension industry.

Supports individuals concerned with employee benefit plans in the United States with timely information regarding market trends, regulations, employment opportunities and a host of issues.

Principal fact-finding agency for the Federal Government in the broad field of labor economics and statistics, including retirement plan participation and financial information.

CEFEX promotes fiduciary best practices in the investment management industry.

Promotes research on retirement issues, to transmit new findings to the policy community and the public, to help train new scholars, and to broaden access to valuable data sources.

Blends industry knowledge, original research, and data analysis to provide strategic guidance to financial institutions worldwide.

Awards the Chartered Financial Analyst (CFA®) designation, sets standards of ethics and professional excellence and vigorously advocating fair and transparent capital markets.

Helps clients gain market share and improve profitability based on prospect, customer, and intermediary insights.

Association for HR professionals in higher education in the U.S. and abroad.

The Defined Contribution Institutional Investment Association (DCIIA) is dedicated to enhancing the retirement security of American workers. DCIIA members include investment managers, consultants, law firms, record keepers, insurance companies, plan sponsors and others committed to the best interests of plan participants.

Has jurisdiction over many aspects of retirement plan operations in the United States and provides assistance with retirement plan regulation compliance.

Promotes the development of employee benefits, including retirement plans through public research and education

fi360 helps financial intermediaries use prudent fiduciary practices

FBi provides fee benchmarking services through advisors/consultants, recordkeepers, other plan service providers and where desired, by the plan sponsor, directly.

Promotes public understanding of mutual funds and other investment companies and advancing the interests of the industry in the US.

Delivers education, information and research, and networking opportunities to the benefits industry; awards the CEBS and RPA designations.

Europe’s leading pension Website and magazine.

The mission of the Institutional Retirement Income Council (IRIC) is to facilitate the culture shift of defined contribution plans from supplemental savings programs to programs that provide retirement security by providing a forum for insightful, solutions-oriented thought leadership on institutional retirement income, and promoting the need for retirement income adequacy.

Leading association for defined contribution retirement plans of government employers.

The National Association of Plan Advisors advocates with Washington, DC lawmakers and regulators on issues germane to retirement plan advisors. NAPA is a sister organization of the American Society of Pension Professionals and Actuaries (ASPPA) created by and for retirement plan advisors.

National association of employers offering Profit-Sharing and 401(k) plans representing member interests to federal policymakers and offering practical information regarding plan design, administration, investment, compliance and communication. 

The Council advocates for successful qualified plan and participant retirement outcomes through the collaborative efforts of experienced, qualified retirement plan advisors, investment firms and asset managers,and defined contribution plan service providers.

Provides educational solutions, content development, resources, and consulting to help financial services firms establish and grow their retirement business.

SHRM promotes the role of HR as a profession and provides education , certification, and networking to its members while lobbying Congress on issues pertinent to labor management.

SPARK INSTITUTE is an inter-industry trade association of investment managers and service providers operating in the defined contribution plan market.  SPARK delivers the ARPS and ARPC designations.

Innovative consulting firm specializing in the affluent and retirement markets.

Strategic Insight (SI) provides critical and proprietary data, business intelligence, research and marketing services to the global asset management community.

Strategic market research firm providing the financial services industry actionable data and analysis that supports executive decision-making and drives greater revenue.

Empowers financial professionals focused on the defined contribution and 401(k) industry, with the qualifications and skill sets necessary to deliver on the promise of a secure retirement for plan sponsors and participants

Leading professional women bound together by a shared and deep understanding of the retirement industry.