BY DC PLAN SPONSORS FOR DC PLAN SPONSORS

About

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.

For DC Service Providers - Become a Supporting Member

2023 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, 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 

Supporting Members

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

Contact

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