Listen "54. Revolutionizing Retirement: DCIIA & Pacific Life Explore the Future of Retirement Solutions "
Episode Synopsis
On this episode of The Wave Strength, host Jim Breen welcomes Lew Minsky, President and CEO of DCIIA, and Karen Neeley, Senior Vice President at Pacific Life, to discuss the transformative impact of innovation and collaboration in the retirement industry. Lew and Karen delve into the mission of DCIIA and the significance of DCIIA’s Innovation Forum. Discover how the Innovation Forum and Pacific Life's commitment to coopetition are shaping the future of retirement solutions. Learn how these industry leaders are working together to create a more secure retirement future. Remember to like, subscribe, and share your thoughts on how DCIIA and Pacific Life are helping to revolutionize retirement solutions. Catch the wave! 🌊 The Wave Strength Playlist: https://www.youtube.com/playlist?list=PLLoprQ4Cy36n6VvMebFQK9dDE4Zv14_ck 📺 Shorts Playlist: https://www.youtube.com/playlist?list=PLLoprQ4Cy36nXZH-h3mntHiyfQshRyCbB 🎙 Spotify: https://podcasters.spotify.com/pod/show/thewavestrength 💻 LinkedIn: https://www.linkedin.com/showcase/pacific-life-institutional-business/ About Lew Minsky Lew Minsky is the President and Chief Executive Officer of the Defined Contribution Institutional Investment Association (DCIIA), a non-profit organization dedicated to enhancing the retirement security of America's workers. Lew is a recognized thought leader on retirement plan issues and is a regular speaker at industry events. He is often quoted in industry press on retirement topics and has provided expert testimony to the federal regulatory agencies as well as several House Committees. Lew serves on the Advisory Board of the Aspen Leadership Forum on Retirement Savings. Lew has worked as an attorney at major law firms and began his legal career working in the General Counsel’s office at the US Department of Commerce. In addition, Lew was the owner and managing member of Minsky Consulting through which he advised plan sponsors, service providers, and fiduciary committees on governance, public policy, and compliance issues. Lew received a bachelor’s degree in management (BSM) from Tulane University, a juris doctor (JD) from the University of Florida, and a Master of Laws (LLM) with a certificate in employee benefits law from Georgetown University. About Karen Neeley Senior Vice President, Head of Institutional Retirement Solutions Group Karen has served in the financial services industry for nearly two decades, with extensive experience in retirement, across the DB and DC sectors. She has held leadership positions at several Fortune 500 companies, and in 2025, she joined DCIIA’s Executive Committee as Vice Chair of the Retirement Income Committee. Karen is responsible for go-to-market strategy, product development, distribution, operations, and customer engagement for the Pension Risk Transfer and Defined Contribution Lifetime Income business lines. Karen joined Pacific Life in 2023. In This Episode: 00:00 Introduction 00:41 Welcome to The Wave Strength 01:01 Meet the Guests: Lew Minsky and Karen Neeley 01:29 Lew Minsky's Journey and DCIIA's Mission 05:07 Karen Neeley's Role at Pacific Life 06:03 The Evolution of Retirement Savings 11:09 The Importance of Behavioral Finance 12:12 DCIIA Innovation Forum and Coopetition 18:45 Final Thoughts #DCIIA #Innovation #PacificLife #RetirementSolutions