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North American Defined Contribution and 401(k) retirement funds have adapted to volatile and unpredictable markets by providing a greater range of investment options for plan members to utilise. However, the role that alternative investment funds do and should place has come in for scrutiny. At the same time, employers are exploring what role the DC plan should play as part of an overall financial wellness package.


The fifth annual DC Retirement Plan, North America report brings together U.S. and Canadian based pension plans and corporate sponsors to examine the latest advancements in retirement plan offerings, from a design, administration and investment perspective. The report considers both the challenges and aspirations facing pension managers and trustees in engaging employees, navigating changing legislation and making suitable investment options available to members.

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Structuring sound, reliable and effective DC plans

SECTION 1

THE STATE OF DC PLANS TODAY

1.1 ROUNDTABLE: Overcoming the biggest challenges in the defined contributions world: cost versus value, maximizing contribution levels, and increasing engagement

Moderator:

David Grana, Report Publisher, Clear Path Analysis

Panelists:

INVITED: Barbara Pedrozo, Director, Benefits and Compensation, Cleveland Clinic Akron General

CONFIRMED: Ron Virtue, Director, Investments, JM Family Enterprises

INVITED: Denise Fagella, Manager, US Defined Contribution Programs, GE

INVITED: Tammy Hughes, Senior Retirement Consultant, Willis Towers Watson

1.2 INTERVIEW: Grading 401(k) plans and overcoming misconceptions

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Al Otto, Chief Executive Officer, Veriphy

1.3 INTERVIEW: What can we anticipate to happen with DC plan fees in the near term?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

INVITED: Ross Bremen, Partner, NEPC

1.4 INTERVIEW: Will the trend in DC plan sponsor lawsuits continue?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

INVITED: Lori Lucas, Chief Executive Officer, Employee Benefit Research Institute

1.5 INTERVIEW: What options do SMEs have for providing retirement plans to their members?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

CONFIRMED: Jonathan Epstein, Director, ThirtyNorth Investments, Founder and President, DCALTA

SECTION 2

DC PLAN OF THE FUTURE

2.1 INTERVIEW: Will adding alternative investments to target date funds move the needle on plan member returns?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

INVITED: Marco Merz, Director of Defined Contribution, University of California

2.2 INTERVIEW: Can hybrid DB/DC be the future of retirement plans?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

INVITED: Craige Stone, Director, Defined Contributions Savings Plans, Utah Retirement System

2.3 INTERVIEW: Can a self-directed, portable DC plan be the new model for state employees?

Interviewer:

David Grana, Report Publisher, Clear Path Analysis

Interviewee:

INVITED: Steve Glazer, California State Senator, 7th District

Ron Virtue

Director, Investments, JM Family Enterprises

Jonathan Epstein

Director, ThirtyNorth Investments, Founder and President, DCALTA

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Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

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Taking part in a head to head debate with another respected industry professional.

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To enquire about media partnership for the DC Retirement Plan, North America 2018 report, contact us on marketing@clearpathanalysis.com or call +44(0) 207 688 8511.