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.
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 Benefits, AECOM (Chair)
Jaime Erickson, Director, US and PR Retirement Plans, Abbott Laboratories
Lynna Soller, Director, Employee Benefits, Arizona State University
Matt Adamson, Benefits, Americas, Bloomberg L.P.
Sandy Blair, Director, CalSTRS
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 Marafino, Financial 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 Hembrow, Director, Global Benefits, Microsoft
Stephen McCaffrey, Senior Counsel for Plans, National 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 Programs, Unum Group
Malika Terry, Vice President, Global Total Rewards, UPS
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
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
