Retirement Income Symposium 2024

Jun 18th 2024
12:00 - 2:00 PM EST
Virtual Conference
Crossing the Retirement Income Rubicon

Looking at the past three Retirement Income Symposiums hosted by the DC Institute, we’ve mapped the roads toward mass adoption of retirement income solutions, we’ve seen a thousand flowers bloom in the arena of ideas, and we’ve helped plan sponsors and providers wargame the theoretical in the real world of participants. 


The industry continues to hurtle towards a tipping point for retirement income solutions and strategies at a quickening pace, and research after research shows a solidifying majority (or at least a plurality) of plan sponsors are prioritizing retirement income. Given all the different great ideas and tailored practical solutions at hand, it’s time for the industry to imagine the once imaginable – a DC plan of the future that does not treat retirement income as an add-on, but as an integral, unavoidable component.


Join our 4th Annual Retirement Income Symposium, a virtual celebration gathering the biggest contributors to the advent of retirement income among plan sponsors and providers, and hear how the industry is climbing towards new heights and how your plan should be joining the fray.

View the 2023 Webcast Recording (Registration Required) 


Coming soon.

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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