DC Institute

4th Annual Retirement Income Symposium

Jun 18th 2024
12:00 - 1:00 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 Webcast Recording (Registration Required) 

Plan Sponsor Registration
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:

Marissa Sasso, Investor Relations Manager

+1 212 224 3305


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