Defined Contribution Institute - Virtual Chicago 2021

May 19th - May 20th 2021
12:00 to 2:30pm EST
Virtual Conference
2021: A Retirement Odyssey - Identifying and Serving Participants at Every Stage of Their Lifetime Journey

Kicking off the DC Institute's 2021 calendar of events of defined contribution plan sponsors, our Virtual Chicago Forum will take attendees on a chronological journey of a participant's career and lifetime journey. By dissecting and analyzing each significant stage of a participant's journey towards retirement, we aim to evaluate the unique challenges facing different age and demographic cohorts, and what plan sponsors should note and prepare for.

Topics range from onboarding and engaging with millennials, devising new communication techniques for a new generation of participants, devising financial wellness programs from the beginning of one's retirement journey, rebalancing investment portfolios and strategies as one's career progresses, tax and healthcare concerns for near-retirees, and finally to the all-important topic of post-retirement income solutions and decumulation.

We hope to see you virtually in May and join us on this journey as we delve in the various problems and solutions throughout a typical participant's life journey, and utilize these lessons learned for your plans on a macro level.

Download the Full Agenda           For DC Service Providers - Become a Supporting Member

  • Wednesday May 19
  • Thursday May 20

Access the recordings and accompanying materials here (registration required). 

2021 Advisory Board 

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 BenefitsAECOM (Chair)

Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association  

Bill Bercek, 401(k) Program Manager, Amazon

Suzanne Carroll, Director, Treasury, Amgen

Paul Visconti, Director of Retirement Programs and Investments, Avangrid

Paul Mele, Global Head of Benefits, BlackRock

Matt Adamson, Benefits, AmericasBloomberg L.P.

Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.

Lynna Soller, Benefits Manager, City of Chandler

Steven Montagna, Chief Personnel AnalystCity of Los Angeles

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

Anthony Tomich, Head of Pension InvestmentsFarmers Insurance Group

Colin Orr, Associate Director, Retirement BenefitsGenentech

Daniel Marafino, Financial Benefits Specialist – Retirement, Google

Patin Ma, Compensation Manager, Google

Michael Jabs, Lead, Pensions, Kraft Heinz Food Company

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Jason Naskiewicz, Americas Investment Manager, Mars Incorporated

Debra Roberts, Chief Investment OfficerMaryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for PlansNational Grid USA

Ron Shaw, Financial Wellbeing & Retirement ManagerPaychex

Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation 

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum Group

About the 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.

Become a Supporting Member



For more information, please contact:

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479  


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