DC Institute

3rd Annual Defined Contribution Roundtable

Date - To be confirmed
Waldorf Astoria
Chicago
About

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

    Sponsors

    Lead Sponsors

    AMERICAN FUNDS FROM CAPITAL GROUP
    FINANCIAL ENGINES
    FRANKLIN TEMPLETON
    J.P. MORGAN ASSET MANAGEMENT
    MORNINGSTAR
    NUVEEN
    T. ROWE PRICE
    WILLIS TOWERS WATSON

    Co-Sponsor

    ENVESTNET
    MFS INVESTMENT MANAGEMENT

    Contact

    QUESTIONS?

    For plans sponsors interested in attending:

    Madeline Heckman

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

     

    For sponsorship opportunities:

    Adele Langie

    +1 212 224 3611
    alangie@iiforums.com

    Foster Wright

    +1 212 224 3641
    foster.wright@institutionalinvestor.com

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