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.
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.
Director, Retirement Plans
First American Financial
Director of Investments
Vice President – Retirement Benefits
Director, Retirement Programs
Liberty Mutual Group
Director, Benefits & Finance
Director, Traditional Investments
Vice President, Wealth Strategies
Investment Director, Pension & Benefits
Eli Lilly & Company
Director-Retirement Outreach & Education
Assistant Vice President, Global Retirement Programs
Associate Director of Retirement Benefits
Communications and Deferred Compensation Plan Manager
VP Financial Operations & Treasurer
Senior Manager, Retirement Plan Investments
Defined Contribution Plan Manager
United Parcel Services of America, Inc.
The Institutional Investor Institute for Defined Contribution 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.
Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Heckman.
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