Defined Contribution Institute - Virtual Senior Delegates Roundtable 2021

Jan 13th - Jan 14th 2021
1:00 to 2:30pm EST
Virtual Conference

Navigating the Thunderdome: Mapping and Thriving in a Post-Crisis World

At this point, enough has been said of what a year 2020 has been… almost. While we each have had ringside seats to all the events that have transpired this year, less clear is the path forward. We’ve heard plenty about all the supposed changes and revolutions that are coming for retirement and defined contribution before and during the pandemic, yet in an industry flowing with an abundance of caution, much remains static. What can’t be denied is that larger forces beyond COVID-19 have been creeping towards the gates regardless, from digitalization and personalization to annuitization. Is 2020 finally an inflection point for a realignment, pushing these larger forces into fruition? While we don’t have a crystal ball, we can take the opportunity to discuss, debate, and share expertise, as always, at our Senior Delegates Roundtable – we hope to see you virtually again in January before taking the leap of faith towards 2021.

This event is reserved for supporting members of the DC Institute, please contact us if you have any questions.

2021 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.

Bernie Knobbe, Vice President, Global BenefitsAECOM (Chair)

Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association  

Bill Bercek, 401(k) Program Manager, Amazon

Suzanne Carroll, Director, Treasury, Amgen

Paul Mele, Global Head of Benefits, BlackRock

Matt Adamson, Benefits, AmericasBloomberg L.P.

Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.

Lynna Soller, Benefits Manager, City of Chandler

Steven Montagna, Chief Personnel AnalystCity of Los Angeles

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

Anthony Tomich, Head of Pension InvestmentsFarmers Insurance Group

Colin Orr, Associate Director, Retirement BenefitsGenentech

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 OfficerMaryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for PlansNational Grid USA

Ron Shaw, Financial Wellbeing & Retirement ManagerPaychex

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum 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.



For more information, please contact:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479