The past two years have seen employers and employees across the country endure upheavals to their working environments, daily lives, and inescapably, their financial well-being and retirement outlooks. While the markets have held up overall, lending support to well-established index and target-date funds for the vast majority of plan sponsors and plan participants, other aspects of the defined contribution industry have seen great disruptions.
In a period that saw changes to the way we work, interact, save, and spend, plan sponsors are increasingly cementing their positions as an essential and influential component of plan participants’ well-being. This encompasses the various different impacts that plan sponsors can provide, from financial security to holistic wellness, creating a new and poignant relationship between the plan sponsor and plan participant that goes far beyond just a savings account. Seizing the opportunities in this relationship will be pivotal in this transformation, and ideas and debates over how to do so will form the basis of the topics that will be under discussion, including:
- Revamping and finding the most effective communication and outreach strategies to participants in reaction to all the experiences and experimentations from the past two years
- Reacting to the recent inflationary environment from both an investment and communication perspective
- Evaluating and optimizing plan design to incorporate new opportunities for participants
- Devising holistic wellness programs that address areas like mental health and inclusion
- Engaging previously and historically low-engagement participants in new ways
- Protecting participants on financial security and cybersecurity Incorporating and coordinating strategies for issues that remain pertinent to retirement, including healthcare and student loan costs
- The impacts of recent legislative and regulatory developments on the plan sponsor-plan participant relationship
Assumption of Risk
An inherent risk of exposure to COVID-19 exists in any public place where people are present. By attending this event, you agree to be voluntarily bound to our Assumption of Risk terms, which can be found here.
Please contact us for more information if you would like to participate virtually.
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, Vice President, Global Benefits, AECOM (Chair)
Jaime Erickson, Director, US and PR Retirement Plans, Abbott Laboratories
Lynna Soller, Director, Employee Benefits, Arizona State University
Matt Adamson, Benefits, Americas, Bloomberg L.P.
Sandy Blair, Director, CalSTRS
Patricia Campbell, Executive Director, Employee HRIS, Benefits, EAP, Wellness, Service Recognition, Cedars-Sinai
Eric Newman, Accountant/Treasury Manager/Trustee, City of Stamford
Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories
Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado
Eleazar “Ely” De Gracia Jr., Benefits Manager, Genentech
Daniel Marafino, Financial Benefits Specialist, Google
Bob Landry, Director, Investments & Retirement, H-E-B
Roger Paschke, Vice President, Chief Investment Officer, Hearst
Anita Volta, US HR Ops Program Manager, Micro Focus
Pam Hembrow, Director, Global Benefits, Microsoft
Stephen McCaffrey, Senior Counsel for Plans, National Grid USA
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Susan Long, N.A. Retirement Benefits Manager, Unilever
Gay Lynn Bath, Director of Retirement Plans Management, University of Oregon
Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group
Malika Terry, Vice President, Global Total Rewards, UPS
For more information, please contact:
Jon Ljekocevic
Deputy Director, Investor Relations
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com
