Defined Contribution Summit

Nov 6th - Nov 7th 2017
Taj Boston

The DC Institute membership model is designed to put plan sponsors’ needs first and foremost, with an agenda unconstrained by anything other than the mandate to provide a forum for the dissemination of the forward-most thought leadership and discussion of the ideas. The membership’s mission is to help plan sponsors do their jobs so that they can better meet the needs of their participants.


DC Plans Are Improving, Why Aren’t Many Employees’ Prospects for a Financially Secure Retirement?

The 2017 agenda is currently being developed with the collaborative guidance of our Advisory Board of Plan Sponsors to address the latest industry trends and most innovative best practices to help your participants achieve a financially secure retirement.

Discussion Topics (to date)

  • Glidepath – Focus on Spending
  • Global Insights Into the Factors Participants and Retirees Value When Making Retirement Investing Decisions
  • Simplifying Line Ups: a Practical Case Study
  • Assessing value in Managed Accounts
  • Continuing the Active v. Passive Discussion
  • Being More Dynamic with Glidepath Construction
  • University Only Discussion Session
  • Solving for Retirement Income & Case Study
  • Student Loan Options as Part of Your Overall Financial Wellness Program
  • Creating a ‘Personal Pension’ Mindset with Participants

Please view the agenda for a full list of session topics.

View agenda

Advisory Board

Robert Roy
VP/Chief Investment Officer
Adventist Health System

Jim Courtney
Director of Communications and Education
Federal Retirement Thrift Investment Board

Kathleen Sidell
Executive Director, Benefits Design and Strategy
JP Morgan Chase

Ray Goldberg
Vice President, Global Benefits Strategy
Marsh & McLennan Companies Inc.

David Lynch
Executive Director, Defined Contribution Plans
Massachusetts Office of the State Treasurer and Receiver General

Daniel McManus
Senior Director Chief Investment Officer
Orbital ATK

Sara Smithson
Director, Fixed Income and Defined Contribution Plans
Raytheon Company

Susan Knorr Rodriguez
Director of Global Benefits
Staples, Inc.

Keith R. Watson
Director, Pension Investments
Textron Inc.

Robert Wright
Defined Contribution Plan Manager
United Parcel Service of America Inc.

Joseph Fazzino
Senior Director – Pension Investments
United Technologies Corporation

Hugh Penney
Senior Director Compensation & Benefits
Yale University

About DC Institute
DC Institute

The Institutional Investor Institute for Defined Contribution 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. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules.

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.


Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Pescatore.



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Taj Boston

15 Arlington St
Boston, MA 02116
United States

+1 617 536 5700

Built in 1927, Taj Boston is famous for its classic style and award-winning service. Completely restored in 2002 to commemorate its 75th anniversary, the illustrious hotel showcases a staggering collection of artwork and antiques.



For more information, please contact:

Alisha Patel

+1 212 224 3620

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