Defined Contribution Institute - Washington 2021

Oct 19th - Oct 20th 2021
Park Hyatt
Washington, DC + Virtual
The Investment & Regulatory Summit - Avoiding Past Mistakes for the DC Plan of the Future
Closing off the year, our 2021 Washington, DC summit will feature panels, presentations, conversations, and engagements on a whirlwind of retirement-related news and industry trends surrounding the investment and regulatory landscapes that have been gathering pace before the pandemic, and look at how the events the past year and a half have impacted their trajectories. Our hybrid Washington DC event will tackle some of the following topics:
  • The national and global macroeconomic markets that we face, and how plan sponsors can navigate them with the limited and siloed resources on hand, and more importantly, efficiently communicate to participants.
  • Lessons we can learn from the DB plans of old as we continue to craft an effective retirement income strategy in this brave new world of DC-dominated retirement journeys.
  • Have investment options like target-date funds done their jobs amid the crises that they have now experienced, and how can plan sponsors balance fees and the desire for more comprehensive investment options?
  • Lessons learned from abroad and from state auto-IRA programs as we try to achieve higher DC coverage for American workers.
  • Where do we go from here on the regulatory front with SECURE 2.0 and budget reconciliation?
If you would like to attend in-person, simply register your interest, if you would like to attend virtually or learn more about our hybrid event, please contact


View the Full Agenda 

Agenda for Virtual Attendees
  • Tuesday October 19
  • Wednesday October 20
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.


Physical Distancing

All physical distancing mandates will be followed by Institutional Investor and the hotel venue. In addition, we ask that all attendees adhere to social distancing mandates when interacting at the event.

Disinfect and Sanitize

All event spaces will undergo increased disinfection and sanitization daily. Hand sanitizer will be readily available at multiple locations.

Face Masks

If recommended by the local health authority guidance, we will ask all participants to wear a face covering. Face coverings will be available on arrival should participants not have their own.

Temperature Checks

Depending on the relevant health authority guidance, we may include temperature checks or other screening measures upon arrival at the event.
Health & Safety Advisory: If you have a fever, cough, shortness of breath, feeling unwell or suspect to have symptoms of COVID-19, please seek medical attention and do not attend the event.


For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479  


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