DC Institute Webcast - The Unique Challenges and Opportunities Facing Mid-Market Plan Sponsors

Jul 21st 2020
1:00pm EST
Webcast
About

The Defined Contribution Institute has been serving the mid-market plan sponsors community (AUM of $200M to $800M) for the past four years through an annual roundtable that brings together expert industry speakers, innovative peers, and educational resources all in one place. Faced with a global pandemic, the DC Institute is maintaining its commitment to the mid-market group by pivoting to a virtual event that will continue to provide unique insight and networking for the mid-market group.

Faced with a differentiated need when it comes to issues like plan governance, investment due diligence, communication strategies, and regulatory hurdles, mid-market plan sponsors are faced with a whirlwind of obstacles and opportunities in a rapidly-changing industry under siege by the COVID-19 crisis. This webcast will feature experts and peers in a discussion on best practices and ways to maneuver for mid-market plan sponsors in uncertain times. 

Plan Sponsor Registration               

Speakers

Carol Dohr, Retirement Plan Manager, William Blair & Company Retirement Plan 

Nathan Voris, Senior Managing Director, Business Development, Charles Schwab

Paul Visconti, Director of Retirement Programs and Investments, Avangrid

Sponsors

Charles Schwab

 

Become a Sponsor

Plan Sponsor Registration


Once your registration has been approved, a member of the DC Institute will be in touch with additional information.


Registration

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2020 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.

Tracy Brewer, Total Rewards Manager – Retirement Plans, Accenture

Bernie Knobbe, Vice President, Global Benefits, AECOM

Margaret Flynn, Pension & Post Retirement Investment Manager, American Water Works Company

Suzanne Carroll, Director, Treasury, Amgen

David Lewis, Director of Investments, Ann & Robert H. Lurie Children’s Hospital of Chicago

Paul Mele, Global Head of Benefits, BlackRock

William Bercek, Director, National 401(k) Program & Compliance, BlueCross BlueShield Association

Jamey Sharpe, Executive Director & Chief Investment Executive, BlueCross BlueShield Association

Sandy Blair, Director, CalSTRS

Lynna Soller, Benefits Manager, City of Chandler

Paulette Clark, HR Program Manager, County of Monterey

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

Paula Stafford, Finance Director, Global Defined Contribution, Dow Inc.

Anthony Tomich, Head of Pension Investments, Farmers Insurance Group

Colin Orr, Associate Director, Retirement Benefits, Genentech

Charles DeSantis, Associate Vice President and Chief Benefits Officer, Georgetown University

Terence Chan, Benefits, Finance & Analytics, Google

Patin Ma, Compensation Manager, Google

Edward Adams, Director – Global Defined Contribution Plans, IBM

Jason Naskiewicz, Americas Investment Manager, Mars Incorporated

Debra Roberts, Director of Finance, Maryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for Plans, National Grid USA

Sue Rutherford, Retirement Plans Manager, Northwestern University

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Joanne Arneal, Director, MD Benefits, The Permanente Medical Group

Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation

Jack Miller, Advisory Committee, Presbyterian Board of Pensions

Diane Kaiser, 401(k) Plan Manager, Public Employee Retirement System of Idaho​

Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman

Craig Daniels, Director, Traditional Investments, Trinity Health

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

About the DC Institute
DC Institute

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. 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.

 

 

Contact

Plan sponsors, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479

jon.ljekocevic@institutionalinvestor.com  

For sponsorship opportunities, please contact:

Adele Langie, Senior Executive Director

+1 212 224 3611 

alangie@iimemberships.com

 

Eleanor Dixson-Hobbs, Executive Director, Integrated Solutions

+1 212 224 3163

eleanor.dixsonhobbs@institutionalinvestor.com

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