DC Institute

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 2021 as we continue this new decade of gold standard events for North America's DC Plans.

Featured Event

Defined Contribution Institute - Retirement Income Symposium 2021

Mar 23rd - Mar 24th 2021 | 12:00 to 2:30 PM EST | Virtual Event

The Defined Contribution Institute is a collaborative community consisting of some of the nation's most prominent defined contribution plan sponsors.

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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

Four annual private institute meetings

Senior Delegates Roundtable (January); Defined Contribution Institute Chicago (May); Defined Contribution Institute Half Moon Bay (September); Defined Contribution Institute Washington (October); and ad-hoc webcasts throughout the year, alongside our social media channels, the DC Plan Sponsor Community Newsletter and our new Ask DCI surveys.

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 through Ask DCI and 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.

2021 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, Vice President, Global Benefits, AECOM (Chair)

Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association

Bill Bercek, 401(k) Program Manager, Amazon

Suzanne Carroll, Director, Treasury, Amgen

Paul Visconti, Director of Retirement Programs and Investments, Avangrid

Paul Mele, Global Head of Benefits, BlackRock

Matt Adamson, Benefits, Americas, Bloomberg L.P.

Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.

Lynna Soller, Benefits Manager, City of Chandler

Steven Montagna, Chief Personnel Analyst, City of Los Angeles

Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories

Anthony Tomich, Head of Pension Investments, Farmers Insurance Group

Colin Orr, Associate Director, Retirement Benefits, Genentech

Daniel Marafino, Financial Benefits Specialist – Retirement, Google

Patin Ma, Compensation Manager, Google

Michael Jabs, Lead, Pensions, Kraft Heinz Food Company

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Jason Naskiewicz, Americas Investment Manager, Mars Incorporated

Debra Roberts, Chief Investment Officer, Maryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for Plans, National Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation

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

Supporting Members

AllianceBernstein [AB]
Alight Solutions
Cambridge Associates
Capital Group | American Funds
Edelman Financial Engines
FTSE Russell
Goldman Sachs Asset Management/Rocaton

Invesco
J.P. Morgan Asset Management
Legal & General Investment Management America
Neuberger Berman
PGIM
PIMCO
Principal Global Investors

Schroders
State Street Global Advisors
T. Rowe Price
TIAA
Vanguard
Wellington Management
Wells Fargo Asset Management

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