Defined Contribution Institute

About

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.

2018 Advisory Board

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.

Kevin Barry
Director, Retirement Plans
First American Financial

Paul Benjamin
Director of Investments
Alcoa Inc.

Suzanne Carroll
Directork Treasury
Amgen, Inc.

Chris Ceder
Vice President – Retirement Benefits
Goldman Sachs

Charles Claudio
Director, Retirement Programs
Liberty Mutual Group

Lynn Cordaro
Director, Benefits & Finance
Harvard

Craig Daniels
Director, Traditional Investments
Trinity Health

Jaime Erickson
Vice President, Wealth Strategies
UnitedHealth Group

Vicky Erwin
Investment Director, Pension & Benefits
Eli Lilly & Company

Beth Ewing
Director-Retirement Outreach & Education
FedEx Corporation

Carl Gagnon
Assistant Vice President, Global Retirement Programs
Unum Group

Colin Orr
Associate Director of Retirement Benefits
Genentech, Inc.

Polly Scott
Communications and Deferred Compensation Plan Manager
Wyoming

Ingrid Stafford
VP Financial Operations & Treasurer
Northwestern

Carol Sung
Senior Manager, Retirement Plan Investments
Comcast-NBC Universal

Robert Wright
Defined Contribution Plan Manager
United Parcel Services of America, Inc.

Agenda

Rethinking Retirement Income Options for Post-Retirement Participants: A Retirement Tier Made Easy
4 Misperceptions about Retiree Spending
Reconsidering Your Bond Offerings for Retiring Employees
Implementing a Retirement Income Solution
Rethinking the Value of the Enrollment Process
Plan Services: What Can (and Should) Be Out-Sourced
Defining and Meeting Your Plan’s Responsibilities to Retiring Employees: Investments, Education, and Advice
Modernizing the Investment Line-Up: Do’s and Don’t’s
Creating a Communications Strategy to Spur Growth in Your Managed Account
Thinking Outside the Box: Outsourcing to a Third Party Vendor
Is There an Investment Case to Be Made for SRI/ESG/Impact as a DC Option?
Don’t Rule Out Matching with Company Stock: Divergences Between What Older and Younger Workers Need
Bridging Two Worlds: Linking HR and Finance for the Benefit of DC Participants
Redefining the Role and the Responsibilities of the Plan Sponsor as Fiduciary for Better Outcomes
How Much Influence Should You, the Plan Sponsor, Influence Participants’ Investment Choices?
Programming a Financial Wellness System that Works for Your Participants
Achieving Better Outcomes for Your Participants: Lessons Learned on Effective Plan Management Tactics
The Ideal TDF Would Look Like This…
Implementing an Effective Due Diligence Program on Your Plan’s Service Providers and Vendors
Cracking Open the Mind of the Millennial: Retooling the Way We Communicate With Employees
Creating a Retirement Income Solution Which Works for Different Participant Demographics
Cybersecurity: Action Points for Protecting Your Plan in an Increasingly High Tech World
Rethinking the Brokerage Window: Is It More than an Escape Route?
Datashock: Artificial Intelligence, Connectedness, and Readying Your Plan and Participants for the Big Data Future