Retirement Income Symposium 2022

Jun 9th 2022
12:00 - 2:00 PM EST
Virtual Conference

The past few years in the industry have been fertile grounds for discussions and debates on the concept of retirement income. Much has been said and much is yet to come. For a concept that was originally limited to in-plan annuities, retirement income as an industry topic and blossomed into a multi-faceted conversation that encompasses various considerations like financial wellness, customization, underlying investment principles and structures, and so much more.

Plan sponsors and industry providers are witnessing this concept taking shape before their eyes. The complexities and nuances that exist plan-to-plan and participant-to-participant have contributed to the aforementioned sophistication and refinement of the retirement income debate, and leading to new and varied ideas coming forth for plan sponsors to consider.

Our second annual Retirement Income Symposium will look at all the various routes, and combinations of routes, that are available for plan sponsors to consider with regards to retirement income as the industry grapples with decumulation and guiding participants on a fulfilled and bountiful retirement.

View the Full Agenda 

Plan Sponsor Registration




Session Details
June 9, 2022

Retirement Income Symposium Webcast
12:00 PM - 2:00 PM
America/New York

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AllianceBernstein [AB]

Edelman Financial Engines

J.P. Morgan Asset Management

State Street Global Advisors


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



For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479  


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