It’s often said that only when the tide goes out do people realize who have been swimming naked. For an industry like defined contribution, the past decade has mostly been a stable and strong ride. General market performance has been on an almost uninterrupted upward trend since the financial crisis, adaption of auto-features and implementations of other plan design innovations have lifted participation and saving rates, even as the industry discusses the need for more work. Attention has been shifting towards the post-retirement, decumulation phase and other holistic financial wellness needs of participants, and all seemed calm and steady.
Yet as we all know, the only constant is change, the world and our industry have experienced a pandemic and all its impacts in the aftermath. The ensuing inflationary pressures directly pressures both savers and retirees, all while going through multiple news cycles of the great retirement at first, and now a potential recession that involves heavy layoffs in certain industries. Dependable markets have become less so, from meme stocks to new securities, a somewhat-golden era for plan sponsors is coming to a close.
How should plan sponsors prepare and act in the face of all this? Are we in the middle of the storm or is there more turbulence yet to come? Join the DC Institute at Chicago in 2023 to hear from experts and peers as we collectively chart the way forward.
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, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)
Liz Kindseth, Director, Retirement Benefits, Allied Universal
Paul Visconti, Director, Retirement Programs & Investments, Avangrid
Sandy Blair, Administrator, California State Savings Plus Program
Beth Claar, General Manager of Benefit Plan Investments, Chevron
Vicky Erwin, Senior Investment Director, Pensions and Benefits, Eli Lilly & Co.
Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado
Kyle Cotrufello, Benefits Program Manager, US Benefits, Google
Roger Paschke, Chief Investment Officer, Hearst Corporation
Judy Vo, Benefits Program Manager, Retirement, Intuit
Michael Jabs, Associate Director, Treasury - Pensions, Kraft Heinz Company
Beth Pattillo, Director, Retirement Programs, Leidos
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Marco Diaz, Senior Vice President, Global Head of Benefits, News Corporation
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Chad Ryan, Head of Total Rewards, Americas, Phillip Morris International
Margaret ‘Peggy’ Haering, Counsel & Assistant Director, Healthcare Policy & Benefits, State of Connecticut Retirement Plans & Trust Fund
Rob Boehmer, Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program
Anita Volta, Executive Director of Benefits, Sutter Health
Martin Bauer, Senior Managing Director, Benefit Plans, Wespath Investment Management
For more information, please contact:
Deputy Director, Investor Relations
+1 212 224 3479
September 13 - 14, 2023
DC Institute - Half Moon Bay
December 5 - 6, 2023
DC Institute - New York City