4th Annual Defined Contribution Roundtable

Jun 10th - Jun 11th 2019
Apella
New York
About

The 4th Annual Defined Contribution Roundtable to be held June 10-11 at Apella in New York will again focus on meeting the informational needs of DC plan sponsors.

The 2019 Defined Contribution Roundtable provides attendees with the information, tools, and access to the peer expertise they need to meet their scheme’s objectives and to help their participants achieve a secure retirement. The audience of our DC Roundtable will be formed primarily of plan sponsors, and that peer group will also comprise the bulk of the speaking faculty at this event, supplemented by experts on plan design, enhancing participant outcomes, retirement income solutions, and the other issues uppermost on the minds of plan sponsors. 

View the 2019 Agenda

    Advisory Board

    Pat McGowan, 401(k) Plan Manager, AlphaStaff

    Paulette Clark, HR Program Manager – Employee BenefitsCounty of Monterey

    Elizabeth Kindseth, Director, Retirement Services & Benefits ComplianceG4S Secure Solutions (USA) Inc.

    Karen Morse, Director, Employee BenefitsING Financial Services

    Thomas Hickey, Manager, Benefits Financial Accounting & Reporting and Trust InvestmentsITT Inc.

    Mark Greenway, Senior Vice President, Human ResourcesJ.B. Hunt

    Dana Blydenburgh, Retirement Services DirectorLakeland Retirement System

    Kevin Hurley, Senior Director of Treasury and Capital ProgramsMetropolitan Atlanta Rapid Transit Authority

    Anita Volta, 401(k), EDCP, Wellness & Perks Program ManagerMicro Focus

    Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman

    Carol Dohr, Retirement Plan ManagerWilliam Blair & Company

    Christopher Kim, Global Head of BenefitsKKR

    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.

    Agenda
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    Sponsors

    AMERICAN CENTURY INVESTMENTS

    CAPITAL GROUP | AMERICAN FUNDS

    J.P. MORGAN ASSET MANAGEMENT

    T. ROWE PRICE

    WILLIS TOWERS WATSON

    Venue

    Apella

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

    www.apella.com

    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. 

    Contact

    QUESTIONS?

    For plans sponsors interested in attending:

    Madeline Heckman

    +1 212 224 3640
    madeline.heckman@institutionalinvestor.com

     

    For sponsorship opportunities:

    Adele Langie

    +1 212 224 3611
    alangie@iiforums.com

    Foster Wright

    +1 212 224 3641
    foster.wright@institutionalinvestor.com

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    About DC Institute
    DC Institute

    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.