4th Annual Defined Contribution Roundtable

Jun 10th - Jun 11th 2019
New York

The 4th Annual Defined Contribution Roundtable to be held June 10-11 at Apella in New York will again focus on meeting the informational needs of DC plan sponsors from schemes with approximately $200M to $800M AUM.

The 2019 Defined Contribution Roundtable provides attendees with the information, tools, and access to the peer expertise they need to meet their scheme’s objectives and to help their participants achieve a secure retirement. The audience of our DC Roundtable will be formed primarily of plan sponsors, and that peer group will also comprise the bulk of the speaking faculty at this event, supplemented by experts on plan design, enhancing participant outcomes, retirement income solutions, and the other issues uppermost on the minds of plan sponsors. 

    Advisory Board

    Pat McGowan, 401(k) Plan Manager, AlphaStaff

    Paulette Clark, HR Program Manager – Employee BenefitsCounty of Monterey

    Elizabeth Kindseth, Director, Retirement Services & Benefits ComplianceG4S Secure Solutions

    Karen Morse, Director, Employee BenefitsING Financial Services

    Thomas Hickey, Manager, Benefits Financial Accounting & Reporting and Trust InvestmentsITT Inc.

    Mark Greenway, Senior Vice President, Human ResourcesJ.B. Hunt

    Dana Blydenburgh, Retirement Services DirectorLakeland Retirement System

    Kevin Hurley, Senior Director of Treasury and Capital ProgramsMetropolitan Atlanta Rapid Transit Authority

    Anita Volta, 401(k), EDCP, Wellness & Perks Program ManagerMicro Focus

    Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman

    Carol Dohr, Retirement Plan ManagerWilliam Blair & Company

    Christopher Kim, Global Head of BenefitsKKR

    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.

    Preliminary Topics

    More information coming soon.

    View the 2019 Agenda


    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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    450 E 29th St
    New York, NY 10016
    +1 212-706-4100


    Discover Apella, New York City’s premier meeting and event destination venue — secluded on the edge of the East River, yet within touching distance of Midtown Manhattan. Escape the rush of the city and retreat to a private 3.5-acre property featuring a tree-lined entry drive, an on-site urban farm, and stunning river views. 



    For plans sponsors interested in attending:

    Madeline Heckman

    +1 212 224 3640


    For sponsorship opportunities:

    Adele Langie

    +1 212 224 3611

    Foster Wright

    +1 212 224 3641

    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.

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