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 2023 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, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)
Liz Kindseth, Director, Retirement Benefits, Allied Universal
Paul Visconti, Director, Retirement Programs & Investments, Avangrid
Sandy Blair, Administrator, California State Savings Plus Program
Beth Claar, General Manager of Benefit Plan Investments, Chevron
Vicky Erwin, Senior Investment Director, Pensions and Benefits, Eli Lilly & Co.
Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado
Kyle Cotrufello, Benefits Program Manager, US Benefits, Google
Roger Paschke, Chief Investment Officer, Hearst Corporation
Judy Vo, Benefits Program Manager, Retirement, Intuit
Michael Jabs, Associate Director, Treasury - Pensions, Kraft Heinz Company
Beth Pattillo, Director, Retirement Programs, Leidos
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Marco Diaz, Senior Vice President, Global Head of Benefits, News Corporation
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Chad Ryan, Head of Total Rewards, Americas, Phillip Morris International
Margaret ‘Peggy’ Haering, Counsel & Assistant Director, Healthcare Policy & Benefits, State of Connecticut Retirement Plans & Trust Fund
Rob Boehmer, Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program
Anita Volta, Executive Director of Benefits, Sutter Health
Martin Bauer, Senior Managing Director, Benefit Plans, Wespath Investment Management
Alight Solutions
AllianceBernstein [AB]
Allspring Global Investments
BlackRock
Capital Group | American Funds
Columbia Threadneedle
Edelman Financial Engines
Fidelity Investments
Goldman Sachs Asset Management/Rocaton
Graystone Consulting from Morgan Stanley
Invesco
J.P. Morgan Asset Management
MFS Investment Management
Natixis Investment Managers
PIMCO
Principal Global Investors
Schroders
State Street Global Advisors
T. Rowe Price
TIAA/Nuveen
Vanguard
Voya Investment Management
Supporting members please contact:
Camila Ryniker
Client Services Manager
+1 212 224 3187
camila.ryniker@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
