Defined Contribution Roundtable

Jun 2nd - Jun 3rd 2020
New York

Power to the Participants

The 2020 DC Roundtable will focus on how plan sponsors and service providers can work together to reach and instigate change at the participant level - from developing innovative communication strategies, offering holistic financial wellness packages, and providing hands-on guidance through retirement. What more should the industry be doing to give power to the participants when it comes to their retirement and financial well-being?



    2020 Agenda Coming Soon

    View the 2019 Agenda

    Advisory Board

    The Defined Contribution Roundtable 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.

    Matt Adamson, Benefits, Americas, Bloomberg

    Laura Mittelstaedt, Retirement & Financial Well Being Strategy Specialist, Boeing

    Lynna Soller, Benefits Manager, City of Chandler Deferred Compensation Plan 

    Paulette Clark, Program Manager, Employee Benefits, County of Monterey

    Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories, Inc.

    Kevin Barry, Director, Retirement Plans, First American Financial

    Marco Diaz, SVP, Global Head of Benefits, News Corporation

    Brett Powell, Manager, Benefits, Oncor

    Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex, Inc.

    Sharon Hazy, VP, Manager of Retirement Plans, PNC Bank Corporation

    Jack Miller, Advisory Committee, Presbyterian Board of Pensions

    Diane Kaiser, 401(k) Plan Manager, Public Employee Retirement System of Idaho

    Gay Lynn Bath, Director, University of Oregon




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    About DC Institute
    DC Institute

    The Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules.

    Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans.



    450 E 29th St
    New York, NY 10016
    +1 212 706 4100

    Discover Apella, New York City’s premier meeting and event destination venue — secluded on the edge of the East River, yet within touching distance of Midtown Manhattan. Escape the rush of the city and retreat to a private 3.5-acre property featuring a tree-lined entry drive, an on-site urban farm, and stunning river views. 


    For plans sponsors interested in attending:

    Madeline Heckman

    +1 212 224 3640

    For sponsorship opportunities:

    Adele Langie

    +1 212 224 3611

    Foster Wright

    +1 212 224 3641

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