DC Institute

17th Annual DC Institute Boston Summit

Dec 10th - Dec 11th 2024
The Langham
Boston, MA
Inside the Often Conflicting, Sometimes Chaotic Mind of a Participant (And How to Approach It)

Too many times at industry conferences attendees are lost among a bombardment of overwhelming information. This flood of information targets you, the plan sponsor, precisely because efforts to properly educate and reach out to actual participants have become more and more minimized in recent years.

Sure, we subscribe to the idea of engaging plan participants with personalized retirement and investment advice along their journeys, so as to build sufficient savings levels and hopefully choose just the right number and variety of investment options. We talk about how our efforts and innovations with retirement income solutions are going to revolutionize the lives and retirements of Americans. Yet still, almost half of all Americans don't participate in DC plans, and the savings rates and financial prospects of those who do don't exactly paint an encouraging picture on a whole.

All signs point to an urgent need to reengage on the participant level, and not just leave their fates to decisions made for them. Yet we must also admit participants can be chaotic in nature, and plan sponsors and providers are never sure how much education is needed or how much engagement should be conducted for participants’ own sake. Competing priorities and convoluted life paths are all too common and all too real in the average participant’s march towards retirement. We are humans after all, but the industry can and should delve into the minds of participants to figure out the most optimal and efficient path.

Join the DC Institute’s 18th Annual New York City Summit to go inside your participants’ minds via the latest research insights and tales from plan sponsors and providers themselves and devise your own best practice for your participants. 

2024 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, CEBS, CCP, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)

Jaime Erickson, Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories

Liz Kindseth, Director, Retirement Benefits, Allied Universal

Paul Visconti, Director, Retirement Programs & Investments, Avangrid

Matt Adamson, Head of Benefits, Americas, Bloomberg

Demi Hannon, Director, Global Financial Benefits and Wellbeing, Boeing

Paula Stafford, Finance Director, Global Defined Contribution, Dow Chemical Company

Vicky Erwin, Senior Investment Director, Pensions and benefits, Eli Lilly & Co.

Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado

Kyle Cotrufello, Benefits Program Manager, US Benefits, Google

Roger Paschke, Chief Investment Officer, Hearst Corporation 

Lilian Mei, Director of Investment Research & Analysis, Hearst Corporation 

Diana Winalski, Deputy Chief Investment Officer, International Paper Company

Beth Pattillo, PHR, SHRM-CP, Director, Retirement Programs, Leidos

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Debra Roberts, Former Chief Financial Officer, Maryland Supplemental Retirement Plans

Margaret Daun, Milwaukee County Corporation Counsel, Milwaukee County Employees’ Retirement System

Dan Salemi, Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan, Lewis & Bockius LLP

Steve McCaffrey, Senior Counsel, National Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Rob Boehmer, Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program



For more information, please contact:

Cynthia Huynh, Executive Director, Head of Investor Relations, Wealth Management

+1 301 803 8510 


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