The Institutional Investor Institute for Defined Contribution 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. Come together with members and supporting members for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules.

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.

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.

Through expert-led panel discussions and peer-led roundtable sessions as well as customized research, the Defined Contribution Institute helps to drive innovation and create new solutions for the DC industry by:

  • Building relationships between members and senior representatives of major North American defined contribution plan sponsors.
  • Educating plan sponsors and senior fund executives on the opportunities, strategies, and challenges attendant with helping their employees ensure a financially secure retirement.
  • Exploring innovative investment communication, education, and financial wellness approaches to improve participant engagement and retirement outcomes.
  • Addressing the increasing regulatory and legal issues facing the industry and the plans themselves.
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


Three annual private roundtables

Defined Contribution Institute Chicago (April); Defined Contribution Institute Half Moon Bay (September); and Defined Contribution Institute Boston (November).

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.

Advisory Board

Rob Roy, Chief Investment Officer, AdventHealth

Bernie Knobbe, Global Head of Benefits, AECOM

Cathleen Deornelas, Senior Financial Benefits Manager, Apple Inc.

Lavina Mehta, Retirement Plans Manager, Bechtel Corporation

Debra Dennin, Senior Manager, Wealth Benefits, Best Buy Co., Inc

Sarah Krause, Director, Retirement Strategy & Executive Compensation, Boeing

Carrie Pierce, Program Advisor, California Savings Plus Program

Patricia Campbell, Executive Director, Core HR, Benefits, Wellness & Recognition, Cedars-Sinai Medical Center

Scott Knowles, Senior Manager, Global Benefits, Financial Wellness, Cisco

Katherine Miller, Benefit Department Manager, Costco

Vicky Erwin, Investments Director, Pension and Benefits, Eli Lilly and Company

Carol Chan, Deputy Chief Investment Officer, Ernst & Young LLP

Anthony Tomich, Head of Pension Investments, Farmers Insurance Group

Charles DeSantis, Chief Benefits Officer, Georgetown University

Mahooya Dinda, Treasury Director, Intel Corporation

Jeremy Ellermeyer, Managing Director, MetLife Investment Management

David Courchaine, Director, Total Rewards, MUFG Union Bank, N.A.

Anne Fish, Executive Director, Benefits and Work/Life Resources, Northwestern University

Brett Powell, Manager, Benefits – Pension & Thrift, Oncor

Sharon Hazy, V.P. Manager of Retirement Plans, The PNC Financial Group

Caryn Bortnick, Deputy Executive Director, San Francisco Employees’ Retirement System

Elaine Parham, Senior Manager, Southwest Airlines

Lan Chen, Investment Specialist, State of Michigan

Craig Daniels, Director, Traditional Investments, Trinity Health

Susan Long, Retirement Benefits Manager, Unilever

Gay Lynn Bath, Director, University of Oregon

Mark Keck, Pension and Savings Plan Administrator, UT-Battelle, LLC

Hugh Penney, Senior Director Compensation & Benefits, Yale University

Supporting Members

AllianceBernstein [AB]
Capital Group | American Funds
Custodia Financial
Financial Engines
Franklin Templeton
FTSE Russell
Hueler Companies

J.P. Morgan Asset Management
Legal & General Investment Management America
MFS Investment Management
Neuberger Berman
Northern Trust

Principal Global Investors
Russell Investments
State Street Global Advisors
T. Rowe Price
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

Supporting members please contact: 

Kip Miller

+1 212 224 3072

Delegates/Plan sponsors please contact: 

Madeline Heckman

+1 212 224 3640