BY DC PLAN SPONSORS FOR DC PLAN SPONSORS

About

Currently celebrating its 30th Anniversary, the Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. The only group of its kind, the DC Institute was engendered by plan sponsors who called for a collegial membership of their peers; one in which leading asset management firms and DC providers could work together with those executives responsible for their company’s retirement plans to design solutions for the biggest challenges facing employees and retirees.

Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans through expert-led panel discussions and peer-led roundtable sessions as well as customized research.

We hope you'll join us for an event in 2020 as we enter this new decade of gold standard events for North America's DC Plans.

I found the format to be much more interactive and engagement oriented. II did an amazing job to create a positive and well received learning journey for the plan sponsors and the companies presenting at the event.

Bernie Knobbe, Vice President, Global Benefits Corporate Total Rewards, AECOM


Benefits

Three annual private institute meetings

Defined Contribution Institute Chicago (April); Defined Contribution Institute Half Moon Bay (September); Defined Contribution Institute Washington (October); and a fourth ad-hoc meeting (the June Defined Contribution Roundtable in New York) that adapts to the need of the market for that year.

Thought leadership

Nominate experts from your firm as discussion leaders, panelists or presenters to share knowledge and provide insights to our members.

Continue the conversation

Learn from our private DC LinkedIn group exclusive to plan sponsors.

Live market research

Contribute the questions you want answered by your peers and receive electronic polling results at the Summits which can provide insights into how you are operating and designing your plan vis-à-vis the ways your peers are addressing those same issues. Also receive presentations and executive summaries after each event, providing you with important industry barometers.

Emphasis on networking

Participate in small, tabletop discussions, making connections easier and growing your network of industry peers.

2020 Advisory Board

Tracy Brewer, Total Rewards Manager – Retirement Plans, Accenture

Bernie Knobbe, Vice President, Global Benefits, AECOM

Margaret Flynn, Pension & Post Retirement Investment Manager, American Water Works Company

Suzanne Carroll, Director, Treasury, Amgen

David Lewis, Director & Assistant Treasurer, Ann & Robert H. Lurie Children’s Hospital of Chicago

Paul Mele, Global Head of Benefits, BlackRock

William Bercek, Director, National 401(k) Program & Compliance, BlueCross BlueShield Association

Jamey Sharpe, Executive Director & Chief Investment Executive, BlueCross BlueShield Association

Sandy Blair, Director, CalSTRS

Paula Stafford, Finance Director, Global Defined Contribution, Dow Inc.

Anthony Tomich, Head of Pension Investments, Farmers Insurance Group

Colin Orr, Associate Director, Retirement Benefits, Genentech

Charles DeSantis, Associate Vice President and Chief Benefits Officer, Georgetown University

Terence Chan, Benefits, Finance & Analytics, Google

Patin Ma, Compensation Manager, Google

Edward Adams, Director – Global Defined Contribution Plans, IBM

Jason Naskiewicz, Americas Investment Manager, Mars Incorporated

Debra Roberts, Director of Finance, Maryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for Plans, National Grid USA

Sue Rutherford, Retirement Plans Manager, Northwestern University

Joanne Arneal, Director, MD Benefits, The Permanente Medical Group

Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation

Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman

Craig Daniels, Director, Traditional Investments, Trinity Health

Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group

Supporting Members

AllianceBernstein [AB]
Aon
BlackRock
Capital Group | American Funds
Custodia Financial
Financial Engines
Franklin Templeton
FTSE Russell
Hueler Companies
ICMA-RC 

Invesco
J.P. Morgan Asset Management
Legal & General Investment Management America
Mercer
MFS Investment Management
Neuberger Berman
Northern Trust
Nuveen
PGIM
PIMCO 

Principal Global Investors
Russell Investments
Schroders
State Street Global Advisors
T. Rowe Price
Vanguard
Voya Investment Management
Wellington Management
Wells Fargo Asset Management
Willis Towers Watson 

I would highly recommend attending Institutional Investor’s DC conferences to new and continuing DC sponsors. I look forward to bringing ideas back to my committee for the benefit of our participants.

Erin Archer, Director of Investments, DePaul University


Upcoming Events
Contact

Supporting members please contact: 

Kip Miller

+1 212 224 3072
kmiller@iiforums.com

Delegates/Plan sponsors please contact: 

Madeline Heckman

+1 212 224 3640
madeline.heckman@institutionalinvestor.com