The DC Institute membership model is designed to put plan sponsors’ needs first and foremost, with an agenda unconstrained by anything other than the mandate to provide a forum for the dissemination of the forward-most thought leadership and discussion of the ideas. The membership’s mission is to help plan sponsors do their jobs so that they can better meet the needs of their participants.
DC Plans Are Improving, Why Aren’t Many Employees’ Prospects for a Financially Secure Retirement?
The 2017 agenda is currently being developed with the collaborative guidance of our Advisory Board of Plan Sponsors to address the latest industry trends and most innovative best practices to help your participants achieve a financially secure retirement.
Discussion Topics (to date)
- Glidepath – Focus on Spending
- Global Insights Into the Factors Participants and Retirees Value When Making Retirement Investing Decisions
- Simplifying Line Ups: a Practical Case Study
- Assessing value in Managed Accounts
- Continuing the Active v. Passive Discussion
- Being More Dynamic with Glidepath Construction
- University Only Discussion Session
- Solving for Retirement Income & Case Study
- Student Loan Options as Part of Your Overall Financial Wellness Program
- Creating a ‘Personal Pension’ Mindset with Participants
Please view the agenda for a full list of session topics.
Robert Roy
VP/Chief Investment Officer
Adventist Health System
Jim Courtney
Director of Communications and Education
Federal Retirement Thrift Investment Board
Kathleen Sidell
Executive Director, Benefits Design and Strategy
JP Morgan Chase
Ray Goldberg
Vice President, Global Benefits Strategy
Marsh & McLennan Companies Inc.
David Lynch
Executive Director, Defined Contribution Plans
Massachusetts Office of the State Treasurer and Receiver General
Daniel McManus
Senior Director Chief Investment Officer
Orbital ATK
Sara Smithson
Director, Fixed Income and Defined Contribution Plans
Raytheon Company
Susan Knorr Rodriguez
Director of Global Benefits
Staples, Inc.
Keith R. Watson
Director, Pension Investments
Textron Inc.
Robert Wright
Defined Contribution Plan Manager
United Parcel Service of America Inc.
Joseph Fazzino
Senior Director – Pension Investments
United Technologies Corporation
Hugh Penney
Senior Director Compensation & Benefits
Yale University
QUESTIONS?
For more information, please contact:
Alisha Patel
