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.
- Rethinking the Core Menu for Today with Today’s Opportunities and Risks in Mind
- How Diversified Are You Really in your Core Fixed Income?
- Continuing the Active v. Passive Conversation
- TDFs – One of the Most Important Innovations, but Still a Work in Progress?
- Introducing Factor-Based Investing to the DC Menu
- Benchmarking TDFs
- Improving TDFs on a Fee Budget
- How Lawsuits Are Hampering Innovation and Progress — And What Plan Sponsors Can Do
- How to Engage Your Employee Population — What Behavior Is Engagement Driving?
- Annuity/Fee Comparison for 403(b) plans
- How Does ESG Integration Contribute to a DC Plan
- DC Plans’ Adoption of Financial Wellness Programs
- Fixed Income — Should Plan Sponsors Add Something to Diversify Away from the BarCap?
- How Are Plan Sponsors Dealing with Cybersecurity
- Lead Or Be Led — Plan Sponsors Moving the DC Industry Forward Through Innovation in Overall Plan Design, Communications and More…
Please view the agenda for a full list of session topics.
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.
Kathy M. Lutito
President and Chief Investment Officer
CenturyLink Investment Management
Carolyn Wood
Senior Director, Retirement Benefits
Charter Communications
Erik Linvog
Manager Pensions & Benefits Accounting
Daimler Trucks North America
Greg Bouleris
Senior Vice President - Benefit Plan Investment Oversight
General Electric Company
Canyon Chan
Head of Investments/Chief Investment Officer
HP, Inc.
Mike Cumby
Treasurer & Director of Credit
Michelin North America, Inc.
Donna Mills
Treasurer
Los Angeles County Metropolitan Transportation Authority
Dean Carothers
Vice Chair, Deferred Compensation Plan
Monterey County's Deferred Compensation Plan
Lori Branley
Director of Retirement Programs
Stanford University
Marco Merz
Director of Defined Contribution, Office of the Chief Investment Officer
University of California
Jodi Glandon
Compliance and Retirement Plans Manager
Weyerhaeuser Company
QUESTIONS?
For more information, please contact:
Alisha Patel
