Order from Chaos: Setting the Strategy for Your Plan to Innovate and Evolve

Defined contribution plans in the U.S. are at an inflection point forced upon them largely by external forces, including a changing and chaotic legal and regulatory environment, a volatile investment landscape, and ever-greater pressures to innovate and participants, increasingly including retirees. This year’s Defined Contribution Symposium will focus on several critical themes, each a piece of the larger puzzle which is settling upon and implementing a strategy which – seemingly against all odds, at times – can innovate and evolve so that it is a better plan for everyone.

Advisory Board

Institute for Defined Contribution was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsor to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has — and will continue to — provided input to ensure that the topics we are addressing are current, practical, and pertinent.

Institutional Investor Institute for Defined Contribution

Kathy M. Lutito, President and Chief Investment Officer, CenturyLink Investment Management
Carolyn Wood, Senior Director, Retirement Benefits, Charter Communications
Erik Linvog, Manager Pensions & Benefits Accounting, Daimler Trucks North America
Greg Bouleris, Senior Vice President - Benefit Plan Investment Oversight, General Electric Company
Canyon Chan, Head of Investments/Chief Investment Officer, HP, Inc.
Mike Cumby, Treasurer & Director of Credit, Michelin North America, Inc.
Donna Mills, Treasurer, Los Angeles County Metropolitan Transportation Authority
Dean Carothers, Vice Chair, Deferred Compensation Plan, Monterey County's Deferred Compensation Plan
Lori Branley, Director of Retirement Programs, Stanford University
Marco Merz, Director of Defined Contribution, Office of the Chief Investment Officer, University of California
Jodi Glandon, Compliance and Retirement Plans Manager, Weyerhaeuser Company

About the Symposium

The Defined Contribution Symposium is the Institute for Defined Contribution’s annual West Coast conference, set each fall in the stunning The Ritz-Carlton hotel in Half Moon Bay, California. This exclusive event offers a unique opportunity for retirement industry influencers to connect with peers, discuss shared challenges and new ideas, and stay abreast of the latest industry developments in a private and off the record setting. Our program is heavily focused on investment related challenges of defined contribution plan management and forward-thinking innovation in the optimization of plan design.

Please contact us for further information about the Institute for Defined Contribution or the Symposium agenda.