BY DC PLAN SPONSORS FOR DC PLAN SPONSORS

About

Currently celebrating its 32nd Anniversary, the Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. The only group of its kind, the DC Institute was engendered by plan sponsors who called for a collegial membership of their peers; one in which leading asset management firms and DC providers could work together with those executives responsible for their company’s retirement plans to design solutions for the biggest challenges facing employees and retirees.

Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans through expert-led panel discussions and peer-led roundtable sessions as well as customized research.

We hope you'll join us for an event in 2022 as we continue this new era of gold standard events for North America's DC Plans.

For DC Service Providers - Become a Supporting Member

2022 Advisory Board

The Defined Contribution Institute was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsors to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has provided — and will continue to provide — input to ensure that the topics we are addressing are current, practical, and pertinent.

Bernie Knobbe, Vice President, Global BenefitsAECOM (Chair)

Jaime Erickson, Director, US and PR Retirement Plans, Abbott Laboratories

Lynna Soller, Director, Employee Benefits, Arizona State University

Matt AdamsonBenefits, Americas, Bloomberg L.P.

Sandy Blair, DirectorCalSTRS

Patricia Campbell, Executive Director, Employee HRIS, Benefits, EAP, Wellness, Service Recognition, Cedars-Sinai

Eric Newman, Accountant/Treasury Manager/Trustee, City of Stamford

Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories

Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado

Eleazar “Ely” De Gracia Jr., Benefits Manager, Genentech

Daniel MarafinoFinancial Benefits Specialist, Google

Bob Landry, Director, Investments & Retirement, H-E-B

Roger Paschke, Vice President, Chief Investment Officer, Hearst

Anita Volta, US HR Ops Program Manager, Micro Focus

Pam HembrowDirector, Global Benefits, Microsoft

Stephen McCaffreySenior Counsel for PlansNational Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Susan Long, N.A. Retirement Benefits Manager, Unilever

Gay Lynn Bath, Director of Retirement Plans Management, University of Oregon

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum Group

Malika Terry, Vice President, Global Total Rewards, UPS

Supporting Members

AllianceBernstein [AB]
Allspring Global Investments
BlackRock
Capital Group | American Funds
Columbia Threadneedle
Custodia Financial
Edelman Financial Engines
Fidelity Investments

Goldman Sachs Asset Management/Rocaton
Invesco
J.P. Morgan Asset Management
Morningstar 
MFS Investment Management
Natixis Investment Managers
Neuberger Berman
PGIM

PIMCO
Principal Global Investors
Schroders
State Street Global Advisors
T. Rowe Price
TIAA
Vanguard

Contact

Supporting members please contact: 

Hannah Quapp, Client Services Director 

+1 212 224 3944
​hannah.quapp@institutionalinvestor.com

Plan sponsors please contact: 

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com  

For general inquiries please contact: 

Jerry Xia, Director

+1 212 224 3939
jerry.xia@institutionalinvestor.com