- Curating and developing your DC plans' investment lineup based on the niches and needs of each participants' retirement journey
- Debating both the need and, more importantly, the best path to take on the incorporation of alternative investments in DC plans
- The rise of collective investment trusts (CITs) in the DC space
- Exploring diversification through multi-asset class solutions within DC plans
- Discussing the best way to approach investment risk mitigation and management
- Roadmaps and case studies for the next generation of default options
- A definitive discussion on the practicality and experiences with the implementation of ESG and sustainable investing options within DC plans
- A renewed look at mature investment options like stable value and fixed income
- A look at potential legislative progress on multiple employer plans (MEPs) and pooled employer plans (PEPs)
- How the perennial issue of plan governance comes to into play when trying to update DC plans and their investment lineups
- Innovating DC plan designs through new technologies in digitalization and personalization
- Investment directions and strategies when taking into account DB-to-DC transitions
Institute for Defined Contribution was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsors to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has provided — and will continue to provide — input to ensure that the topics we are addressing are current, practical, and pertinent.
Rob Roy
Chief Investment Officer
AdventHealth
Bernie Knobbe
Global Head of Benefits
AECOM
Cathleen deOrnelas
Senior Financial Benefits Manager
Apple
Lavina Mehta
Retirement Plans Manager
Bechtel Corporation
Debra Dennin
Senior Manager, Wealth Benefits
Best Buy Co., Inc
Sarah Krause
Director, Retirement Strategy & Executive Compensation
Boeing
Carrie Pierce
Program Advisor
California Savings Plus Program
Patricia Campbell
Executive Director, Core HR, Benefits, Wellness & Recognition
Cedars-Sinai Medical Center
Scott Knowles
Senior Manager, Global Benefits, Financial Wellness
Cisco
Katherine Miller
Benefit Department Manager
Costco
Vicky Erwin
Investments Director, Pension and Benefits
Eli Lilly and Company
Carol Chan
Deputy Chief Investment Officer
Ernst & Young LLP
Anthony Tomich
Head of Pension Investments
Farmers Insurance Group
Charles DeSantis
Chief Benefits Officer
Georgetown University
Mahooya Dinda
Treasury Director
Intel Corporation
Jeremy Ellermeyer
Managing Director
MetLife Investment Management
David Courchaine
Director, Total Rewards
MUFG Union Bank, N.A.
Anne Fish
Executive Director, Benefits and Work/Life Resources
Northwestern University
Brett Powell
Manager, Benefits – Pension & Thrift
Oncor
Sharon Hazy
V.P. Manager of Retirement Plans
The PNC Financial Group
Caryn Bortnick
Deputy Executive Director
San Francisco Employees’ Retirement System
Elaine Parham
Senior Manager
Southwest Airlines
Lan Chen
Investment Specialist
State of Michigan
Craig Daniels
Director, Traditional Investments
Trinity Health
Susan Long
Retirement Benefits Manager
Unilever
Gay Lynn Bath
Director
University of Oregon
Mark Keck
Pension and Savings Plan Administrator
UT-Battelle, LLC
Hugh Penney
Senior Director Compensation & Benefits
Yale University
The Institutional Investor Institute for Defined Contribution is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules.
Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans.
Senior Delegates Roundtable
January 9, 2020
The University Club | New York, NY
(Reserved for Supporting Members Only)
Defined Contribution Institute - Chicago
April 1-2, 2020
Four Seasons Hotel | Chicago, IL
Defined Contribution Institute - Half Moon Bay
September 15-16, 2020
Ritz Carlton Hotel | Half Moon Bay, CA
QUESTIONS?
For more information, please contact:
Madeline Heckman
+1 212 224 3640
madeline.heckman@institutionalinvestor.com