Defined Contribution East 2023 | Pensions & Investments | 12 March 2023 | The Ritz-Carlton Orlando Grande Lakes, 4012 Central Florida Parkway Orlando, FL 32837

If you’re managing a DC plan, you need to stay steps ahead of ERISA policy changes, fiduciary responsibilities, plan administration updates and countless other duties. This event provides opportunities to learn about how your peers are meeting the challenges of retirement plan management.

Our annual conference has provided critical insights for over three decades on the following topics:
• Regulatory updates
• Participant communication strategies
• Retirement income solutions
• Implementation techniques
• Rethinking Diversification/target-date strategies
• Financial Wellness – how mental health affects savings
• Investment trends
• Diversity, Equity & Inclusion retirement impact

2023 Speakers

KEYNOTES:

Connie Podesta
Author, Behavior Expert, Hall of Fame Speaker

Ali Khawar
Principal Deputy Assistant Secretary, U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Shlomo Benartzi, PHD
Economist, Professor Emeritus, UCLA Anderson, Founder and CEO, PensionPlus

ADVISORY BOARDS:

Hunter Bethea
Director, Deferred Compensation, Tennessee Treasury, Department

Chris Biddle
Executive Director, Kentucky Public Employees’ Deferred Compensation Authority (KDC)

Josh Newmister, CFA
HR/Benefits Leader, Meta

Kim Olson
Director, Retirement Benefits, Wespath Benefits and Investments

Malika Terry
Vice President, Total Rewards, UPS

Jennifer Ablan
Editor-in-Chief, Chief Content Officer, Pensions & Investments

Tammy Scholtes
Senior Director of Conference Programming, Pensions & Investments

SPEAKERS:

Jennifer Ablan
Editor-in-chief, chief content officer, Pensions & Investments

William (Chris) Biddle
Executive Director, Kentucky Public Employees’ Deferred Compensation Authority

Margarida Correia
Reporter, Pensions & Investments

Brian Croce
Washington Reporter, Pensions & Investments

Colleen Davis
Treasurer, State of Delaware

Egenia Dixon
Auditor, Office of Planning and Risk, Enterprise Risk and Internal Controls Division (ERIC), The Federal Thrift

John Doyle
SVP Senior Retirement Strategist, Capital Group | American Funds

Jodi Epstein
Principal, Ivins, Phillips & Barker Chartered

Reuben Escobedo
Manager Financial Benefits, Valero Energy Corporation

George P. Fraser
CRPS, Managing Director, RBG Retiirement Benefits Group

Doug Gardner
Director, Corporate Human Resources, Seneca Foods Corporation

Patrick Goessling
Sales Director, Institutional Income Annuities, MetLife

Curtis Hill
Founder, Culture of Belonging

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

Karla Kirkling
Executive Director of Healthcare & Benefits, Chicago Public Schools

Pieter Kiveron
Global Pensions Director, HR Global Rewards Management, AkzoNobel

Liana Magner
EVP, Head of Retirement & Institutional, Natixis Investment Managers

Jennifer Mausolf
Communications and Retirement Strategies Director, Municipal Employee's Retirement System of Michigan

Joshua Newmister
HR/Benefits Leader, Meta

Kim Olsen
Director, Retirement Plans, Wespath Benefits and Investments

Sheyla Peterson
Retired Director – Corporate Finance, UPS

Nikki Pirrello
President and Publisher, Pensions & Investments

Brent Reeves
Senior Treasury Manager, Johnson Controls

Bill Ryan
CAIA, SPHR, Partner, Head of DC Solutions, NEPC

Lance Schoening
Director of Policy and Head of Government Relations, Principal Asset Management

Robert Steyer
Reporter, Pensions & Investments

Donna M. Sweeney
CFP, Retirement Program Manager, The State University of New York

Julie Tatge
Executive Editor, Pensions & Investments

Ron Ulrich
CPC, QKA QPA, Vice President, Product Consulting and Compliance, ADP Retirement Services

Holly Verdeyen
CEBS, Partner, US Defined Contribution Leader, Mercer

Paul Visconti
CFP(R), SPHR®, Director of Retirement Programs and Investments, Avangrid

Kevin L. Walsh
Principal, Groom Law

Rachel Weker
Vice President and Senior Manager, Marketing & Client Experience, T. Rowe Price

2023 Sponsors and Partners

PLATINUM SPONSORS:
• Capital Group American Funds
• Principal

GOLD SPONSORS:
• ADP
• Bank of America
• Black Rock
• Empower
• Impax Asset Management
• J.P Morgan AssetManagement
• Mercer
• Metlife
• Morgan Stanley
• Natixis
• Pimco
• T.Twe Price
• Sei
• TIAA
• Vanguard

MARKETING PARTNERS:
• Franklin Templeton
• John Hanrock Investment Management
• Loomis Sayles
• Morning Stars
• Trans America
• Voya Financial