Unlike pieces of literature or college theses, copying your peers is a much-encouraged endeavor in the world of defined contribution. The sharing of information and best practices has been critical to the proliferation of successful plan designs and models, and the successes of certain plan sponsors and managers in particular aspects of plan management have inspired others in replicating and further improving on these existing achievements.
In an industry abundant with expertise and knowledge, the 2022 DC Institute – New York City event will collect and disseminate all the best practices, know-how, and wisdom that have have been accumulating in the past few years – learn from experts and peers on their experiences and their thought-processes behind decisions over everything from plan design, investment line-up overhaul, vendor relationship management, participant engagement, creating new programs, and much more.
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
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.
450 E 29th St
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+1 312 280 8800
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