Defined Contribution Institute - Boston 2019

Nov 7th - Nov 8th 2019
InterContinental Boston
A Requiem for the DC Plans of Yesterday; DC Investing for the Future
  • 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
2019 Advisory Board

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

Bernie Knobbe
Global Head of Benefits

Cathleen deOrnelas
Senior Financial Benefits Manager 

Lavina Mehta
Retirement Plans Manager
Bechtel Corporation

Debra Dennin
Senior Manager, Wealth Benefits
Best Buy Co., Inc

Sarah Krause
Director, Retirement Strategy & Executive Compensation

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

Katherine Miller
Benefit Department Manager

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

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

Gay Lynn Bath
University of Oregon

Mark Keck
Pension and Savings Plan Administrator
UT-Battelle, LLC

Hugh Penney
Senior Director Compensation & Benefits
Yale University

Ask Your Peers!

One of the ways the Defined Contribution Institute fosters connections between plan sponsors is through live polling at our events on high-interest topics. The answers collected serve as important benchmarks for our attendees which prove useful in their day to day.

As we're rapidly approcahing 2020 we wanted to give our audience the opportunity to submit polling questions to be asked at this year's event. Simply take the below 2 minute survey to submit your most burning questions to your fellow DC Plan Sponsors.

Submit Your Question


Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Heckman.


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InterContinental Boston


510 Atlantic Avenue
Boston, MA 02210
+ 1 617 747 1000

A contemporary masterpiece, InterContinental® Boston is a landmark of luxury overlooking the city's historic waterfront. With its elegant architecture, fine living amenities, and impeccable service, it offers the city's most captivating 4 Diamond AAA rated hotel experience. The hotel has been named one of the ‘Best Hotels in the World' by Condé Nast Traveler magazine and consistently top-ranked for its impeccable five-star service.

About the DC Institute

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.


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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



For more information, please contact:

Madeline Heckman

+1 212 224 3640