Coming soon.
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.
Coming soon.
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.
Chris Ceder
Vice President – Retirement Benefits
Goldman Sachs
Charles Claudio
Director, Retirement Programs
Liberty Mutual Group
Lynn Cordaro
Director, Benefits & Finance
Harvard
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
Wyoming
Ingrid Stafford
VP Financial Operations & Treasurer
Northwestern
Carol Sung
Senior Manager, Retirement Plan Investments
Comcast-NBC Universal
Robert Wright
Defined Contribution Plan Manager
United Parcel Services of America, Inc.
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 Heckman.
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For more information, please contact:
+1 212 224 3640
madeline.heckman@institutionalinvestor.com