Getting the Balance Right

The inaugural Defined Contribution Roundtable, held May 2016, brought to light a great deal of information and provided a great number of insights into the issues facing DC schemes with approximately $200 million to $800 million in plan assets, but none so unequivocally as the tremendous need — and hunger — for lessons learned and the chance to share expertise among peers in this community.

Some verbatim testimonials from plan sponsors who attended the 2016 Roundtable include:
Excellent conference! Organization and administration was outstanding!
Outstanding on all fronts. One of the better, more informative conferences I’ve attended.
One if the best conferences I’ve been to. Really liked being able to learn from other plan sponsors.
Excellent conference — speakers and topics.
First time participant for this type of conference. Great ideas were discussed and a lot of takeaways to think about.
This was the best of the conferences so far in terms of all the sessions being extremely relevant. Interaction with other participants was very valuable.
The interaction driving the forum was great. This knowledge sharing was encouraged by the logistics and agenda. Panels were full of expertise.
Great conference for mid-sized companies. Please keep the roundtables coming!
A very good use of my time — thanks!

Advisory Board

Thomas Cathcart, Director of Retirement Programs, Acco Brands Corporation
Jessica Chicorelli, Director of Retirement Plans, Akin Gump Strauss Hauer & Feld LLP
Kim Waters, Director of Treasury Operations, A. O. Smith Corporation
Sandy Blair, Director Retirement Readiness, CalSTRS
Erin Archer, Director of Investments, DePaul University
Andrea Hagood, Senior Benefits Consultant, InterContinental Hotels Group
Darrell B. Hart, Head of Global Benefits, MoneyGram International
Patricia Davis, Member Services Bureau Chief, Montana Public Employee Retirement Administration
Joyce Purdy, Chief Financial Officer (401(k) Plan Admin), Siltronic Corp.
Robert R. Boehmer, Executive Director, State of Nevada Deferred Compensation Plan
Cheri Klyn, Director, Shared Services, Vermeer Corporation
Mayela Stuparitz, Global Treasury Director, Wm. Wrigley Jr. Company

Sponsoring Organizations

American Funds
Franklin Templeton
Janus Capital Group
T. Rowe Price
Willis Towers Watson