DC Institute

By Plan Sponsors For Plan Sponsors

About

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. The only group of its kind, the DC Institute was engendered by plan sponsors who called for a collegial membership of their peers; one in which leading asset management firms and DC providers could work together with those executives responsible for their company’s retirement plans to design solutions for the biggest challenges facing employees and retirees.

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 through expert-led panel discussions and peer-led roundtable sessions as well as customized research.

We hope you'll join us for an event in 2023 as we continue this new era of gold standard events for North America's DC Plans.

For DC Service Providers - Become a Supporting Member

2024 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, CEBS, CCP, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)

Jaime Erickson, Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories

Liz Kindseth, Director, Retirement Benefits, Allied Universal

Paul Visconti, Director, Retirement Programs & Investments, Avangrid

Matt Adamson, Head of Benefits, Americas, Bloomberg

Demi Hannon, Director, Global Financial Benefits and Wellbeing, Boeing

Paula Stafford, Finance Director, Global Defined Contribution, Dow Chemical Company

Vicky Erwin, Senior Investment Director, Pensions and benefits, Eli Lilly & Co.

Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado

Kyle Cotrufello, Benefits Program Manager, US Benefits, Google

Roger Paschke, Chief Investment Officer, Hearst Corporation 

Lilian Mei, Director of Investment Research & Analysis, Hearst Corporation 

Diana Winalski, Deputy Chief Investment Officer, International Paper Company

Beth Pattillo, PHR, SHRM-CP, Director, Retirement Programs, Leidos

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Debra Roberts, Former Chief Financial Officer, Maryland Supplemental Retirement Plans

Margaret Daun, Milwaukee County Corporation Counsel, Milwaukee County Employees’ Retirement System

Dan Salemi, Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan, Lewis & Bockius LLP

Steve McCaffrey, Senior Counsel, National Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Rob Boehmer, Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program

Supporting Members

Alight Solutions 
AllianceBernstein [AB]  
Allspring Global Investments  
BlackRock  
Cambridge Associates
Capital Group | American Funds  
Columbia Threadneedle  
Edelman Financial Engines  
 

Fidelity
Goldman Sachs Asset Management
Graystone Consulting from Morgan Stanley  
Invesco  
J.P. Morgan Asset Management     
Mercer  
Natixis Investment Managers  

Pacific Life 
Principal Asset Management 
Securian Financial Group
Schroders 
State Street Global Advisors 
T. Rowe Price 
TIAA/Nuveen
Vanguard 
 

Contact

Supporting members please contact: 

Camila Ryniker

Client Services Manager 
+1 212 224 3187
​camila.ryniker@institutionalinvestor.com

Plan sponsors please contact: 

Jon Ljekocevic

Deputy Director, Investor Relations
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com  

For general inquiries please contact: 

Jerry Xia

Director
+1 212 224 3939
jerry.xia@institutionalinvestor.com