Defined Contribution Institute - Washington 2021

Oct 19th - Oct 20th 2021
Park Hyatt
Washington, DC
DC Redux - Avoiding Regrets and Changing Past Mistakes for the DC Plan of the Future

Closing off the year, our 2021 Washington, DC conference will feature panels, presentations, conversations, and engagements on a favorite human pastime: nostalgically reminiscence about the past and the "good old days". It's now more than 40 years since the creation of the 401(k), and many in this industry have seen through the long journey of how this little section in the 1978 Revenue Act overhauled the concept of retirement in America. But instead of just looking at the successes that the defined contribution industry has provided to participants, our agenda will focus more on the mistakes of the past and how we can utilize those experiences and lessons learned to craft a path forward.

Our East Coast event has historically drawn more from plans of the older and more established corporations and organizations, many of them accompanied by a legacy defined benefit plan or are still undergoing the transition from the pensions of old to our current system. We thus aim for this year's event to leverage that fact and help shed light on best practices regarding all things retirement for the defined contribution community.

For DC Service Providers - Become a Supporting Member


Coming Soon.


Download the 2020 Agenda

Plan Sponsor Registration

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 not a DC plan sponsor but are interested in learning more about joining our membership, please submit this form and a member of our team will be in touch.


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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



Park Hyatt

United States

1201 24th St NW
Washington, DC 20037 United States
+1 202 789 1234

Park Hyatt Washington DC melds refined luxury and unmatched service in a calm, peaceful atmosphere. Located in the West End, neighboring historic Georgetown and Embassy Row, the hotel’s design uniquely blends American craftsmanship and contemporary style. Enjoy complimentary car service to the White House, CityCenterDC boutiques, and more.



For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479  


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