Closing off the year, our 2021 Washington, DC summit will feature panels, presentations, conversations, and engagements on a whirlwind of retirement-related news and industry trends surrounding the investment and regulatory landscapes that have been gathering pace before the pandemic, and look at how the events the past year and a half have impacted their trajectories. Our hybrid Washington DC event will tackle some of the following topics:
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The national and global macroeconomic markets that we face, and how plan sponsors can navigate them with the limited and siloed resources on hand, and more importantly, efficiently communicate to participants.
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Lessons we can learn from the DB plans of old as we continue to craft an effective retirement income strategy in this brave new world of DC-dominated retirement journeys.
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Have investment options like target-date funds done their jobs amid the crises that they have now experienced, and how can plan sponsors balance fees and the desire for more comprehensive investment options?
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Lessons learned from abroad and from state auto-IRA programs as we try to achieve higher DC coverage for American workers.
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Where do we go from here on the regulatory front with SECURE 2.0 and budget reconciliation?
If you would like to access the recordings of this event, please contact jon.ljekocevic@institutionalinvestor.com
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
QUESTIONS?
For more information, please contact:
Jon Ljekocevic, Deputy Director, Investor Relations
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com