Kicking off the DC Institute's 2021 calendar of events of defined contribution plan sponsors, our Virtual Chicago Forum will take attendees on a chronological journey of a participant's career and lifetime journey. By dissecting and analyzing each significant stage of a participant's journey towards retirement, we aim to evaluate the unique challenges facing different age and demographic cohorts, and what plan sponsors should note and prepare for.
Topics range from onboarding and engaging with millennials, devising new communication techniques for a new generation of participants, devising financial wellness programs from the beginning of one's retirement journey, rebalancing investment portfolios and strategies as one's career progresses, tax and healthcare concerns for near-retirees, and finally to the all-important topic of post-retirement income solutions and decumulation.
We hope to see you virtually in May and join us on this journey as we delve in the various problems and solutions throughout a typical participant's life journey, and utilize these lessons learned for your plans on a macro level.
Download the Full Agenda For DC Service Providers - Become a Supporting Member
Access the recordings and accompanying materials here (registration required).
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.
Bernie Knobbe, Vice President, Global Benefits, AECOM (Chair)
Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association
Bill Bercek, 401(k) Program Manager, Amazon
Suzanne Carroll, Director, Treasury, Amgen
Paul Visconti, Director of Retirement Programs and Investments, Avangrid
Paul Mele, Global Head of Benefits, BlackRock
Matt Adamson, Benefits, Americas, Bloomberg L.P.
Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.
Lynna Soller, Benefits Manager, City of Chandler
Steven Montagna, Chief Personnel Analyst, City of Los Angeles
Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories
Anthony Tomich, Head of Pension Investments, Farmers Insurance Group
Colin Orr, Associate Director, Retirement Benefits, Genentech
Daniel Marafino, Financial Benefits Specialist – Retirement, Google
Patin Ma, Compensation Manager, Google
Michael Jabs, Lead, Pensions, Kraft Heinz Food Company
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Jason Naskiewicz, Americas Investment Manager, Mars Incorporated
Debra Roberts, Chief Investment Officer, Maryland Supplemental Retirement Agency
Stephen McCaffrey, Senior Counsel for Plans, National Grid USA
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation
Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group
For more information, please contact:
Jon Ljekocevic
Deputy Director, Investor Relations
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com
