DC Institute

34th Annual DC Institute Chicago Forum

Apr 16th - Apr 17th 2024
Four Seasons Hotel
Chicago, IL
POV: Your DC Plan Is Surrounded by Crises. Time to Harness the Opportunities.

As we leave a tumultuous year behind, another one begins in full force. While we in the retirement industry cannot fully control the larger-than-life powers that affect everything from macroeconomics to new legislations, we can help prepare plan sponsors and participants across the country to nimbly and strategically navigate the squalls and turbulences that await. 

2024 is no doubt shaping up to be a particularly gripping year with another pivotal election coming and the lingering impacts of the past few years’ economic and societal upheavals fully bearing fruit. The retirement industry has certainly not escaped these upheavals. We’ve seen, on the positive end of things, the continued blossoming of new ideas in retirement income, personalization, and holistic wellness. On the other end of the spectrum, plan sponsors and participants have also endured tumult in inflation, interest rates, general market outlook, and news cycles alternating between variants of the term “quiet quitting”. More upheavals are inevitably waiting in the wings – but opportunities also abound alongside tools that can harvest them. 

Join us at the DC Institute’s 34th Annual Chicago Forum to separate the signal from the noise as we gear up for and tap the disruptions and innovations in this industry in the years ahead. 

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:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479


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