Defined Contribution Institute - Chicago 2022

Apr 5th - Apr 6th 2022
Four Seasons Hotel
Chicago, IL
The Changing Plan Sponsor-Plan Participant Relationship in the Age of Upheaval

The past two years have seen employers and employees across the country endure upheavals to their working environments, daily lives, and inescapably, their financial well-being and retirement outlooks. While the markets have held up overall, lending support to well-established index and target-date funds for the vast majority of plan sponsors and plan participants, other aspects of the defined contribution industry have seen great disruptions.

In a period that saw changes to the way we work, interact, save, and spend, plan sponsors are increasingly cementing their positions as an essential and influential component of plan participants’ well-being. This encompasses the various different impacts that plan sponsors can provide, from financial security to holistic wellness, creating a new and poignant relationship between the plan sponsor and plan participant that goes far beyond just a savings account. Seizing the opportunities in this relationship will be pivotal in this transformation, and ideas and debates over how to do so will form the basis of the topics that will be under discussion, including:

  • Revamping and finding the most effective communication and outreach strategies to participants in reaction to all the experiences and experimentations from the past two years
  • Reacting to the recent inflationary environment from both an investment and communication perspective
  • Evaluating and optimizing plan design to incorporate new opportunities for participants
  • Devising holistic wellness programs that address areas like mental health and inclusion
  • Engaging previously and historically low-engagement participants in new ways
  • Protecting participants on financial security and cybersecurity Incorporating and coordinating strategies for issues that remain pertinent to retirement, including healthcare and student loan costs
  • The impacts of recent legislative and regulatory developments on the plan sponsor-plan participant relationship


Assumption of Risk

An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.

Please contact us for more information if you would like to participate virtually. 

Download the Full Agenda 

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 SpecialistGoogle

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 ManagementUniversity of Oregon

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum Group

Malika Terry, Vice President, Global Total Rewards, UPS


For more information, please contact:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479  


Related Events

September 13 - 14, 2022

Defined Contribution Institute - Half Moon Bay 

The Ritz-Carlton

Learn more


October 18 - 19, 2022

Defined Contribution Institute - New York 


Learn more