3rd Annual Defined Contribution Roundtable

Apr 30th - May 1st 2018
Waldorf Astoria

Doing the Right Things – the Right Way – for Your Participants

Attendees at our 2017 Roundtable were polled about their priorities for the next year. Their answers were as follows:

  1. Provide holistic health and wellness components to your participants.
  2. Revamp communications approach.
  3. White label core options.
  4. Identify viable retirement income strategies.
  5. Increase participation rate.

We are using those priorities as the roadmap for this year’s agenda. Give that the defined contribution plan serves as the primary vehicle for their employees’ retirement savings for 86% of attendees (based upon 2017 statistics), we’ve got to get this right.

And the best way to get this right is to learn from experts and from your peers – decision-makers at plans with approximately up to $1B in DC assets. Doing the right thing the right way will result in no small part from exposing yourself to the leading thought leadership as well as hearing from others what has worked and – just as importantly – what hasn’t.

Our objective is to provide attendees with the information, tools, and access to the peer expertise they need to meet their scheme’s objectives and to help their participants achieve a secure retirement. The audience of our DC Roundtable will be formed primarily of plan sponsors, and that peer group will also comprise the bulk of the speaking faculty at this event, supplemented by experts on plan design, enhancing participant outcomes, retirement income solutions, and the other issues uppermost on the minds of plan sponsors. 

    Advisory Board

    Institute for Defined Contribution 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.

    Shelley Roney
    Senior Supervisor, Retirement Plans
    Chick-fil-A, Inc.

    Victor Escandon
    Senior Director, Assistant Treasurer
    Daymon Worldwide

    Robert R. Boehmer
    Executive Director
    State of Nevada Deferred Compensation Plan

    Carol Dohr
    Retirement Plan Manager
    William Blair & Company

    Craig Lawson
    Vice President – Labor Relations & Employment Practices
    Univar, Inc.

    Kendall Fredrick
    Senior Manager of Risk Management
    Hanesbrand Inc.

    Margaret Daun
    Milwaukee County Corporation Counsel
    Milwaukee County Employees’ Retirement System

    Yesica Donohoo
    Senior Consultant, Retirement Benefits
    American Cancer Society

    Jessica Chicorelli
    Director of Financial Benefits
    Akin Gump Strauss Hauer & Feld LLP

    Rob Grden
    Executive Director
    Wayne County Employees’ Retirement System

    Preliminary Topics
    • What Are the Trends Likely to Impact DC Plans This Year? How Can Plan Sponsors Position Themselves?
    • Convergence of Health Savings and Retirement Savings (Pending confirmation)
    • What Is the Participant Behavior You Are Trying to Change?
    • Retirement Income: The Role and Responsibilities of Plan Sponsors (Proposed)
    • Practical Responses to the Changing Role of the Plan Sponsor as Fiduciary: Investment Line-Up, Communications, and Governance
    • The Other Stuff Which Makes a Good Plan Better: Student Loan Programs, Stemming Leakage, Keeping Retirees in the Plan, Etc.
    • And Now For Something Completely Different
    • Friends and Family Feud (Kinda, Not Really)
    • Improving Your Plan with External Resources: Setting Your Priorities and Then Finding the Right Solution
    • How to Manage in the Middle
    • Leveraging Your Plan’s Resources to Build a Best-In-Class Participant Education Scheme
    • Internal Benchmarking

    The 2018 agenda is currently under development with new speakers and sessions added regularly. 

    View 2018 Preliminary Agenda


    Lead Sponsors





    Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Heckman.


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    Waldorf Astoria

    11 E Walton Street
    Chicago, IL 60611
    (312) 646-1300

    Set in the heart of the upscale Gold Coast neighborhood in downtown Chicago, the Waldorf Astoria Chicago is surrounded by the famed Oak Street boutiques, gourmet dining, and nightlife.



    For plans sponsors interested in attending:

    Madeline Heckman

    +1 212 224 3640


    For sponsorship opportunities:

    Adele Langie

    +1 212 224 3611

    Foster Wright

    +1 212 224 3641

    About DC Institute
    DC Institute

    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. Members and supporting members come together 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.

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