Defined Contribution Institute - Chicago 2022 | Institutional Investor | 5 April 2022 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, USA

The past two years have seen employers and employees across the country endure upheavals to their working environments, daily lives, and inescapably, their financial well-being and retirement outlooks. While the markets have held up overall, lending support to well-established index and target-date funds for the vast majority of plan sponsors and plan participants, other aspects of the defined contribution industry have seen great disruptions.

In a period that saw changes to the way we work, interact, save, and spend, plan sponsors are increasingly cementing their positions as an essential and influential component of plan participants’ well-being. This encompasses the various different impacts that plan sponsors can provide, from financial security to holistic wellness, creating a new and poignant relationship between the plan sponsor and plan participant that goes far beyond just a savings account. Seizing the opportunities in this relationship will be pivotal in this transformation, and ideas and debates over how to do so will form the basis of the topics that will be under discussion, including:
• Revamping and finding the most effective communication and outreach strategies to participants in reaction to all the experiences and experimentations from the past two years
• Evaluating and optimizing plan design to incorporate new opportunities for participants
• Devising holistic wellness programs that address areas like mental health and inclusion
• Engaging previously and historically low-engagement participants in new ways
• Protecting participants on financial security and cybersecurity Incorporating and coordinating strategies for issues that remain pertinent to retirement, including healthcare and student loan costs
• The impacts of recent legislative and regulatory developments on the plan sponsor-plan participant relationship

2022 Speakers

Dina Caggiula
Head of Participant Journeys, Vanguard Institutional Investor Group, Vanguard

Joshua R. Cohen
Managing Director, Head of Institutional Defined Contribution, PGIM

Cynthia Floyd
Manager, Employee Benefit Fund Investments, Texas Instruments Inc.

Danielle Gladstone
Vice President and Head of Participant Engagement, State Street Global Advisors

Dimitra Hannon
Director, Global Financial Benefits and Wellbeing, Boeing

Sharon Hazy
VP, Manager of Retirement Plans, PNC Bank

Mark Iwry
Former Senior Advisor to the Secretary of the Treasury and Deputy Assistant Secretary for Retirement and Health Policy, U.S. Department of the Treasury

Michael Jabs
Lead, Pensions, Kraft Heinz Company

Andrew Jacobs Van Merlen
Associate Portfolio Manager - Multi-Asset, T. Rowe Price

Meghan Jacobson
Executive Director, Head of Retirement Insights, J.P. Morgan Asset Management

Indraneel Karlekar
Senior Managing Director, Global Research & Strategy, Principal Global Investors

Bradley Kuebler
Principal and Chair, Retirement Plan Committee, Milliman

Nelson Leitao
Vice President and Senior Product Strategist, State Street Global Advisors

Mikaylee O'Connor
Vice President, Senior Defined Contribution Strategist, PGIM

Katherine Roy
Managing Director, Chief Retirement Strategist and Head of Individual Retirement, J.P. Morgan Asset Management

Sue Rutherford
Retirement Plans Manager, Northwestern University

Vidhi Sanders
Vice President, Head of Participant Outcome, Capital Group

Suzanne Shu
Professor of Marketing, Cornell University

Lazaro Tiant
Sustainability Investment Director, North America, Schroders

Sue Walton
SVP, Senior Retirement Strategist, Capital Group | American Funds

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