DCIIA Public Policy Forum

April 02, 2014 to April 03, 2014

Morgan Lewis partners Azeez Hayne and William J. Delany will participate on an ERISA Litigation Panel as part of the Defined Contribution Institutional Investment Association’s (DCIIA) Fifth Annual Public Policy Forum.  Additional panelists include Alison V. Douglass, Partner, Goodwin Procter LLP, and John Simon, Vice President, Cornerstone Research.

Mandarin Oriental Hotel
1330 Maryland Avenue, S.W.
Washington, DC 20024

program agenda

7:30-9 am
Registration and Continental Breakfast

8 am
Optional In-Person DCIIA Committee Meetings

  • Global Committee
  • Investment Policy and Design Committee
  • Plan Administration Committee
  • Plan Sponsor Advisory Committee
  • Public Policy Committee
  • Retirement Income Committee

9 am
Welcome Remarks from Jim Sia, DCIIA Chair

iOme 2013-2014 Challenge Winners

9:15 am
Views from the Treasury Department

  • J. Mark Iwry, Senior Advisor to the Secretary and Deputy Assistant Secretary for Retirement and Health Policy, U.S. Department of the Treasury

10 am
A Conversation With Senator Sherrod Brown

  • Sherrod Brown (D-Ohio), Senior United States Senator from Ohio
  • Chip Castille, Managing Director and Head of BlackRock's U.S. and Canada Defined Contribution Group

10:30 am
Networking Break

11 am
The Future of Retirement Security in America

  • Lew Minsky, Executive Director, DCIIA (Moderator)
  • James Klein, President, American Benefits Council
  • Dallas Salisbury, President and CEO, Employee Benefit Research Institute
  • Paul Schott Stevens, President and CEO, Investment Company Institute

12 pm

  • Presentation:  Gregory Long, Executive Director, Federal Thrift Savings Plan

1:15 pm
ERISA Litigation Panel

  • Azeez Hayne, Partner, Morgan Lewis (Moderator)
  • William Delany, Partner, Morgan Lewis
  • Alison Douglass, Partner, Goodwin Procter
  • John Simon, Vice President, Cornerstone Research

2 pm
Views from the Labor Department

  • Phyllis Borzi, Assistant Secretary for Employee Benefits Security, U.S. Department of Labor

2:30 pm
Networking Break

3 pm
Congressional Staff Panel

  • Robert Holcomb, Executive Director Legislative and Regulatory Affairs, J.P. Morgan Retirement Plan Services (Moderator)
  • Ann Cammack, Senior Tax Counsel, U.S. Senate Finance Committee
  • Michael Kreps, Pensions Counsel, U.S. Senate Health, Education, Labor, and Pensions Committee
  • Preston Rutledge, Tax and Benefits Counsel, Republican Tax Staff, U.S. Senate Finance Committee

3:30 pm
Views from the U.S. Securities and Exchange Commission

  • David Grim, Deputy Director, Division of Investment Management, U.S. Securities and Exchange Commission

4 pm
Closing Remarks

  • Lori Lucas, Vice Chair, DCIIA


Please visit the DCIIA website for more details.