Community Improvement & Capacity Building
Defined Contribution Alternatives Association
PORT ORANGE, FL
Total revenue
$380K
Total expenses
$370K
Net assets
$91K
Grants received
—
EIN
364813561
Tax year
2024
Mission
To enhance and secure participant outcomes through education, research and advocacy on the benefits of including different types of alternative investments within a defined contribution plan framework.
Programs
2 programs
Research - Completed our Modernization of Retirement Savings-Technology Impacts on DC Plans paper conveying the importance of technological advances driving investment access, administration, and the streamlining of efficient processes for different tyhpes of alternative investments in DC plans. Our Alts Implementation and Ops Committee also initiated our Principles initiative and began formulating the investment merits for a white paper on Private Credit in DC Plans.
Advocacy - Provided updates on DCALTAs effort with legislative and regulatory efforts to our membership at the general session meetings and via our quarterly Public Policy Committee meetings.
Financials
FY 2024
Revenue
Expenses
People
12 listed
Jonathan Epstein
President
$240K
60 hrs/wk
Serge Boccassini
Chairman
$28K
5 hrs/wk
Alain Michnick
Vice Chairman
—
3 hrs/wk
Kathy Warner
Treasurer
—
3 hrs/wk
Michelle Rappa
Secretary
—
3 hrs/wk
Chris Yao
Director
—
3 hrs/wk
Matt Garzone
Director
—
3 hrs/wk
Hayden Galary
Director
—
3 hrs/wk
Kirk Penland
Director
—
3 hrs/wk
James Hannigan
Director
—
3 hrs/wk
Drew Carrington
Director
—
3 hrs/wk
Avi Turetsky
Director
—
3 hrs/wk