Venue
Apella
Apella, 450 E 29th St, New York, NY 10016, USA

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Event Date Tue Oct 18 EDT - Wed Oct 19 EDT (over 1 year ago)
Location Apella
450 E 29th St, New York, NY 10016, USA
Region Americas
Details

Unlike pieces of literature or college theses, copying your peers is a much-encouraged endeavor in the world of defined contribution. The sharing of information and best practices has been critical to the proliferation of successful plan designs and models, and the successes of certain plan sponsors and managers in particular aspects of plan management have inspired others in replicating and further improving on these existing achievements.

In an industry abundant with expertise and knowledge, the 2022 DC Institute – New York City event will collect and disseminate all the best practices, know-how, and wisdom that have have been accumulating in the past few years – learn from experts and peers on their experiences and their thought-processes behind decisions over everything from plan design, investment line-up overhaul, vendor relationship management, participant engagement, creating new programs, and much more.

Speakers

2022 Speakers

Chris Anast
Senior Retirement Strategist, Capital Group

Kerry Bandow
Head of Defined Contribution Solutions, Russell Investments

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

Jennifer DeLong
Sr Vice President/Managing Director, Head of Defined Contribution, AllianceBernstein [AB]

Jennifer Flitton
Federal Lobbyist, Invesco

Carl Gagnon
AVP, Global Financial Wellbeing & Retirement Programs, Unum Group

Margaret Haering
Counsel & Assistant Director, Healthcare Policy & Benefits, Office of the State Comptroller, State of Connecticut Retirement Plans & Trust Fund

Racheal Hanifan
Head of Human Resources, North America, Schroders

John Lettieri
President and CEO, Economic Innovation Group

Samantha Lordi
Vice President, Institutional Marketing, Edelman Financial Engines

Braeden Mayrisch
Director, Social Impact, Voya Investment Management

Cameron McCarthy
Executive Director, Graystone Consulting, Morgan Stanley

Nathaniel S. Miles
Head of Retirement, Allspring Global Investments

Lia Mitchell
Senior Analyst, Policy Research, Morningstar

Maarten Nederlof
Head of Portfolio Solutions, Neuberger Berman

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

Roger P. Paschke
Vice President, Chief Investment Officer, Hearst Corporation

Beth Pattillo
Director, Retirement Programs, Leidos

Cara Reisman
Head of Commercial Strategy, Retirement Group, BlackRock

Ben Roberge
Director, Financial & Retirement Programs, Unum Group

Michael Sanders
Principal, CAPTRUST

Jessica Sclafani
Sr. Defined Contribution Strategist, T. Rowe Price

Lazaro Tiant
Sustainability Investment Director, North America, Schroders