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Defined Contribution Institute - New York City 2022

Oct 18th - Oct 19th 2022
Apella
New York, NY
Learn from the Best - Constructing Your DC Plan on Best Practices, Industry Expertise, and Peer Experience

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.

 

Plan Sponsor Registration



Registration

Contact
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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 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 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

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.

Become a Supporting Member

 

Venue

Apella

450 E 29th St

New York, NY 10016

+1 312 280 8800

https://www.apella.com/

Discover Apella, New York City’s premier meeting and event destination venue — secluded on the edge of the East River, yet within touching distance of Midtown Manhattan. Escape the rush of the city and retreat to a private 3.5-acre property featuring a tree-lined entry drive, and stunning river views. Apella’s sleekly designed turnkey space serves as a distinctive backdrop for a modern event experience. Offering world-class hospitality, innovative menus, and sophisticated multimedia solutions, Apella sets the standard for an unparalleled guest experience.

Contact

For more information, please contact:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com  

 

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