Defined Contribution Forum

Apr 17th - Apr 18th 2018
Four Seasons Hotel

The DC Institute membership model is designed to put plan sponsors’ needs first and foremost, with an agenda unconstrained by anything other than the mandate to provide a forum for the dissemination of the forward-most thought leadership and discussion of the ideas. The membership’s mission is to help plan sponsors do their jobs so that they can better meet the needs of their participants.

2018 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.

Kevin Barry
Director, Retirement Plans
First American Financial

Paul Benjamin
Director of Investments
Alcoa Inc.

Suzanne Carroll
Directork Treasury
Amgen, Inc.

Charles Claudio
Director, Retirement Programs
Liberty Mutual Group

Lynn Cordaro
Director, Benefits & Finance

Craig Daniels
Director, Traditional Investments
Trinity Health

Jaime Erickson
Vice President, Wealth Strategies
UnitedHealth Group

Vicky Erwin
Investment Director, Pension & Benefits
Eli Lilly & Company

Beth Ewing
Director-Retirement Outreach & Education
FedEx Corporation

Carl Gagnon
Assistant Vice President, Global Retirement Programs
Unum Group

Colin Orr
Associate Director of Retirement Benefits
Genentech, Inc.

Polly Scott
Communications and Deferred Compensation Plan Manager

Ingrid Stafford
VP Financial Operations & Treasurer

Carol Sung
Senior Manager, Retirement Plan Investments
Comcast-NBC Universal

Robert Wright
Defined Contribution Plan Manager
United Parcel Services of America, Inc.

2017 Topics
  • Your evolving fiduciary role: reality, responsibility, and mitigating risk
  • Building retirement readiness for today’s workforce
  • Bringing together health and wealth
  • Utilizing technology to encourage participant actions
  • What does an ideal retirement income option actually look like?
  • Increasing engagement by implementing managed accounts
  • Assessing the value of including ESG/SRI options
  • Designing and executing a successful non-qualified plan
  • The do’s and don’ts of merging plans
  • Proactively focusing on the loan issue
  • Addressing the specter of inflation
  • War stories of financial wellness

Please view the review the 2017 agenda for a sample of topics and session descriptions.

View last year's agenda

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.


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 Pescatore.



Four Seasons Hotel

120 East Delaware Place
Chicago, IL 60611
1 (312) 280-8800

Located steps from the Magnificent Mile and North Michigan Avenue's best shopping — and just minutes from Chicago's business and financial centres. The Chicago Hotel's unrivalled guest-room views of Lake Michigan and the city skyline will leave you breathless.



For more information, please contact:

Madeline (Pescatore) Heckman

+1 212 224 3640

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September 13 - 14, 2018

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Half Moon Bay, CA (San Francisco)

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