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Due to the growing amount of assets accumulating in defined contribution plans, many plan sponsors and managers are looking to their defined benefit peers for guidance on managing large investment pools. Added to this, a growing number of asset managers are developing investment solutions with 401(k) / DC plans in mind, increasing the range of options and considerations those responsible for plans need to make.

The Institutionalizing of DC in North America report is a one-off bespoke publication produced in partnership with Northern Trust. The report examines the need for DC plans to think and act more like their Defined Benefit peers across administration, investment selection and embracement of alternative asset selection.

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SECTION 1

WILL DC PLANS EVER DELIVER LIKE A DB PLAN?

1.1 INTERVIEW:
Why are Defined Benefit ("DB") funds outperforming Defined Contribution ("DC") over time and how much is this related to the typically very retail nature of DC investment options?

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis Publisher

Interviewee:

  • Tony Tomich, Head of Pension Investments, Farmers Insurance

1.2 ROUNDTABLE DEBATE:
How to improve the use of DC plans as a vehicle overall for retirement savings

Moderator:

  • Hubert Danso, Chief Executive Officer and Vice Chairman, Africa Investor

Panellists:

  • Steve Toole, Director Retirement Systems, North Carolina Department of State Treasurer
  • Christine Bryan, Benefits Manager, TESSCO Technologies
  • Cindy Cattin, Managing Director - Investment Operations and Risk Management, Exelon Corporation

1.3 WHITE PAPER:
What the United States can learn from other countries retirement systems

  • Serge Boccassini, Head of Retirement Services Product Management, Northern Trust
  • Sally Surgeon, Head of Client Sevices, Australasia, Northern Trust
  • Margaret Law, Head of Client Services, Hong Kong, Northern Trust
  • Arti Sharma, President and CEO, Northern Trust Company Canada

SECTION 2

ARE ALTERNATIVE INVESTMENTS THE ANSWER?

2.1 ROUNDTABLE DEBATE:
What level of liquidity really matters, what benchmark of measure of liquidity is appropriate and how can plan members be made comfortable with the risk vs. return pay-off

Moderator:

  • Hubert Danso, Chief Executive Officer and Vice Chairman, Africa Investor

Panellists:

  • Larry Powell, former Deputy Director, Utah Retirement System
  • Ron Virtue, Director, Investments, JM Family Enterprises
  • Jas Chumber, Client Investment Director, Unilever

2.2 INTERVIEW:
The role that alternative assets and investment strategies play in a DC environment

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis Publisher

Interviewee:

  • Jonathan Epstein, Board Member, Defined Contribution Alternatives Association

SECTION 3

HOW TARGET DATE FUNDS HAVE CHANGED THE LANDSCAPE

3.1 INTERVIEW:
A look at the historical evidence of how target date maturity funds can be a route to the DB-ing of the DC investment plans

Interviewer:

  • David Grana, Report Publisher, Clear Path Analysis Publisher

Interviewee:

  • Julia Durand, former-Deferred Compensation Director, City and County of San Francisco Retirement System

3.2 WHITE PAPER:
Defined Contribution Balances: Finding the Right Solution for Participant Management

  • Tom Lauer, Defined Contributions Specialist, Northern Trust

Julia Durand

Former-Deferred Compensation Director, City and County of San Francisco Retirement System

Serge Boccassini

Head of Retirement Services Product Management, Northern Trust

Tony Tomich

Head of Pension Investments, Farmers Insurance

Ron Virtue

Director Investments, JM Family Enterprises

Jonathan Epstein

Board Member, Defined Contribution Alternatives Association

Larry Powell

Former Deputy Director, Utah Retirement System

Northern Trust is a leading provider of asset servicing and asset management services worldwide. With $6.2 trillion in assets under custody and $900 billion in assets under management, we serve the world’s most-sophisticated clients – from corporate plans and public and government entities to not-for-profits and sovereign wealth funds.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

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  • Participating in or moderating a roundtable with other industry leaders
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All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message