DC Institute - New York City 2023

Dec 5th - Dec 6th 2023
Marriott Marquis
New York, NY

It’s easy to look at the news cycles surrounding America’s retirement system and see nothing but doom and gloom, whether it’s about Social Security solvency to how many Americans are inadequately prepared for their eventual retirement. Yet it’s also easy to lose context and ignore all of the stunning progress that the industry has managed to create out of a few lines of legislative text from decades ago. As traditional pension plans approach their freezing point, defined contribution plan assets are approaching $10 trillion in AUM and what Americans depend their hopes and dreams for retirement life on. 

Along the way, everything from comprehensive in-plan investment options and solutions to innovative plan designs with participant behavior in mind to financial and holistic wellness support were created out of thin air to support this giant multitrillion dollar industry. So many success stories can be drawn upon as we plot the next chapter in DC for plan sponsors and participants as we fortify this integral component of the economy.

So as the world celebrates the holiday season this Winter, join us at New York City to celebrate all the advancements that this industry has been able to achieve, hear important and enlightening case studies from plan sponsors and industry experts who have been in the trenches, and learn from their experiences and best practices for your own plan.

2023 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, 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:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479


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