DC Institute - New York City 2023 | Institutional Investor | 5 December 2023 | New York Marriott Marquis, 1535 Broadway, New York, NY 10036, USA

It’s easy to look at the news cycles surrounding America’s retirement system and see nothing but doom and gloom, whether it’s about Social Security solvency to how many Americans are inadequately prepared for their eventual retirement. Yet it’s also easy to lose context and ignore all of the stunning progress that the industry has managed to create out of a few lines of legislative text from decades ago. As traditional pension plans approach their freezing point, defined contribution plan assets are approaching $10 trillion in AUM and what Americans depend their hopes and dreams for retirement life on.

Along the way, everything from comprehensive in-plan investment options and solutions to innovative plan designs with participant behavior in mind to financial and holistic wellness support were created out of thin air to support this giant multitrillion dollar industry. So many success stories can be drawn upon as we plot the next chapter for plan sponsors and participants as we fortify this integral component of the economy.

So as the world celebrates the holiday season this Winter, join us to celebrate all the advancements that this industry has been able to achieve, hear important and enlightening case studies from plan sponsors and industry experts who have been in the trenches, and learn from their experiences and best practices for your own plan.

2023 Speakers

ADVISORY BOARD:

Bernie Knobbe
Senior Vice President, Global Benefits and Well-being, AECOM (Chair)

Liz Kindseth
Director, Retirement Benefits, Allied Universal

Paul Visconti
Director, Retirement Programs & Investments, Avangrid

Sandy Blair
Administrator, California State Savings Plus Program

Beth Claar
General Manager of Benefit Plan Investments, Chevron

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

Judy Vo
Benefits Program Manager, Retirement, Intuit

Michael Jabs
Associate Director, Treasury - Pensions, Kraft Heinz Company

Beth Pattillo
Director, Retirement Programs, Leidos

Shafer Smith
Portfolio Manager, Public Equities, Lockheed Martin

Marco Diaz
Senior Vice President, Global Head of Benefits, News Corporation

Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex

Chad Ryan
Head of Total Rewards, Americas, Phillip Morris International

Margaret ‘Peggy’ Haering
Counsel & Assistant Director, Healthcare Policy & Benefits, State of Connecticut Retirement Plans & Trust Fund

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

Anita Volta
Executive Director of Benefits, Sutter Health

Martin Bauer
Senior Managing Director, Benefit Plans, Wespath Investment Management