DC Institute

Retirement Income Symposium 2023

Jun 14th 2023
12:00 - 2:00 PM EST
Virtual Conference
Operation Longevity: Wargaming Retirement Income Solutions for Real Participants in the Real World

There is no dearth of ideas when it comes to crafting retirement income solutions these days, from in-plan products to personalized strategies. As they proliferate, the industry will be watching how these different solutions adapt and blossom. Join our third annual Retirement Income Symposium alongside experts and plan sponsors to wargame out different scenarios for different participants using different solutions, as we continue to shift the conversation from “why?” to “how?


Download the Full Agenda 

View Webcast Recording (Registration Required) 


Lead Sponsor:



Allspring Global Investments

Edelman Financial Engines

State Street Global Advisors

Voya Investment Management

2023 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, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)

Liz Kindseth, Director, Retirement Benefits, Allied Universal 

Paul Visconti, Director, Retirement Programs & Investments, Avangrid 

Sandy Blair, Administrator, California State Savings Plus Program 

Beth Claar, General Manager of Benefit Plan Investments, Chevron 

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

Judy Vo, Benefits Program Manager, Retirement, Intuit

Michael Jabs, Associate Director, Treasury - Pensions, Kraft Heinz Company 

Beth Pattillo, Director, Retirement Programs, Leidos 

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin 

Marco Diaz, Senior Vice President, Global Head of Benefits, News Corporation 

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex 

Chad Ryan, Head of Total Rewards, Americas, Phillip Morris International 

Margaret ‘Peggy’ Haering, Counsel & Assistant Director, Healthcare Policy & Benefits, State of Connecticut Retirement Plans & Trust Fund 

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

Anita Volta, Executive Director of Benefits, Sutter Health 

Martin Bauer, Senior Managing Director, Benefit Plans, Wespath Investment Management 



For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479


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