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.

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