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DC Institute Summer Series - Retirement Income and Security, Wellness, Investment Solutions and More

Jun 16th - Jul 14th 2021
12:00 to 1:30pm ET
Virtual Series
A One-Two Roadmap for Resource-Constrained DC Plans Everywhere

A year of pandemic-induced distruptions and an ever-changing defined contribution landscape have jointly created more obstacles for DC plan sponsors everywhere. However, regardless of the state of the world, plan sponsors' role in providing retirement security for participants remains one of the most crucial pillars in the US retirement system.

Tune in to the DC Institute's two-part Summer Series this June and July from anywhere - Episode 1 will focus on the crucial and non-negotiable task of foreseeing and delivering retirement income solutions and strategies no matter participants' demographics or profile, while Episode 2 will take plan sponsors at a look on how to further upgrade and fortify your existing DC plan with additional tools like wellness programs and investment solutions.


Wednesday, June 16 | 12:00pm to 1:30pm ET

Episode 1 | Retirement Income and Security for All 

Download the Full Episode 1 Agenda

Watch the Recording (Registration Required)

Wednesday, July 14 | 12:00pm to 1:30pm ET

Episode 2 | DC+: Taking Wellness and Investment Solutions to the Next Level 

Download the Full Episode 2 Agenda

Watch the Recording (Registration Required) 


American Century Investments

Capital Group | American Funds

Empower Retirement

J.P. Morgan Asset Management 

Principal Global Investors 

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)

Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association  

Bill Bercek, 401(k) Program Manager, Amazon

Suzanne Carroll, Director, Treasury, Amgen

Paul Visconti, Director of Retirement Programs and Investments, Avangrid

Paul Mele, Global Head of Benefits, BlackRock

Matt Adamson, Benefits, AmericasBloomberg L.P.

Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.

Lynna Soller, Benefits Manager, City of Chandler

Steven Montagna, Chief Personnel AnalystCity of Los Angeles

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

Anthony Tomich, Head of Pension InvestmentsFarmers Insurance Group

Colin Orr, Associate Director, Retirement BenefitsGenentech

Daniel Marafino, Financial Benefits Specialist – Retirement, Google

Patin Ma, Compensation Manager, Google

Michael Jabs, Lead, Pensions, Kraft Heinz Food Company

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Jason Naskiewicz, Americas Investment Manager, Mars Incorporated

Debra Roberts, Chief Investment OfficerMaryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for PlansNational Grid USA

Ron Shaw, Financial Wellbeing & Retirement ManagerPaychex

Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation 

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum Group

About the DC Institute
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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. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules. 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.



For more information, please contact:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479  


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