The Institutional Investor Institute for Defined Contribution (IIIDC) is a private membership organization for the nation's largest DC plans as well as supporting members from asset management firms, providers, and consultants responsible for overseeing business development in the DC arena.
Both members and supporting members of the institute come together in exclusive settings that foster idea exchange while working to achieve common goals. The environment is collegial and collaborative, with overt marketing strictly prohibited.
Devised by plan sponsors for plan sponsors, the agenda for each meeting draws heavily on current best practices and the issues most relevant to the nation's larger plans.
Jerry Xia
Marissa Sasso
Cynthia Huynh
2026 Defined Contribution Advisory Board
Hank Levy, Treasurer-Tax Collector/Plan Trustee, Alameda County
Bill Bercek, Manager Global Retirement & Investments, Amazon
Demi Hannon, Senior Director, Global Financial Benefits and Wellbeing, Boeing
Sandy Blair, Administrator, California Savings Plus
Diane Chui Justen, Director, Plan Administrator, City and County of San Francisco
Vicky Erwin, Senior Investment Director, Pensions and Benefits, Eli Lilly & Co.
Diana Winalski, Deputy Chief Investment Officer, EY
Chip Weule, Chief Benefits Officer, Fire and Police Association of Colorado
Liz Kindseth, Senior Director, Retirement Programs, First Student
Kyle Cotrufello, Benefits Program Manager, Google
Karen Alsup, Officer, Senior Managing Director Institutional Investments, Hearst Corporation
Roger Paschke, Chief Investment Officer, Hearst Corporation
Josh Newmister, Treasury Director- Retirement Investments, Intel
Lynn Perrey, Director, US Retirement and Audit, Levi Strauss & Co.
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Brad Kuebler, Principal, Milliman
Dan Salemi, Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan, Lewis & Bockius
Brian Tiemann, Partner, Employee Benefits and Executive Compensation, MWE
Steve McCaffrey, Senior Counsel, National Grid USA
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Sharon Hazy, Corporate Benefits Manager, PNC
Ken Levine, Executive Director, Global Retirement Strategy, RTX
Doug Gardener, Director, Corporate Retirement Services, Seneca Foods
Monica Centers, Manager of Retirement, Southwest Airlines
Rob Boehmer, Executive Officer, State of Nevada Public Employee's Deferred Compensation Program
Debra Roberts, Chief Financial Officer, University of Baltimore Foundation
Ben Roberg, AVP, Financial Wellbeing & Retirement Programs, Unum
Kevin Cammarata, Vice President, Benefits, Verizon
Tim Kohn, Retirement and International Benefits, Whole Foods Market
