The DC Institute membership model is designed to put plan sponsors’ needs first and foremost, with an agenda unconstrained by anything other than the mandate to provide a forum for the dissemination of the forward-most thought leadership and discussion of the ideas. The membership’s mission is to help plan sponsors do their jobs so that they can better meet the needs of their participants.
With the help of our esteemed advisory board, we are excited to bring you the very first look of our 2018 Agenda.
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.
Chief Investment Officer
Global Head of Benefits
Senior Financial Benefits Manager
Retirement Plans Manager
Senior Manager, Wealth Benefits
Best Buy Co., Inc
Global Retirement & Financial Well Being Strategy & Compliance Leader
California Savings Plus Program
Executive Director, Core HR, Benefits, Wellness & Recognition
Cedars-Sinai Medical Center
Senior Manager, Global Benefits, Financial Wellness
Benefit Department Manager
Investments Director, Pension and Benefits
Eli Lilly and Company
Deputy Chief Investment Officer
Ernst & Young LLP
Head of Pension Investments
Farmers Insurance Group
Chief Benefits Officer
MetLife Investment Management
Director, Total Rewards
MUFG Union Bank, N.A.
Executive Director, Benefits and Work/Life Resources
Manager, Benefits – Pension & Thrift
V.P. Manager of Retirement Plans
The PNC Financial Group
Deputy Executive Director
San Francisco Employees’ Retirement System
State of Michigan
Director, Traditional Investments
Retirement Benefits Manager
Gay Lynn Bath
University of Oregon
Pension and Savings Plan Administrator
Senior Director Compensation & Benefits
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.
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.
1 Miramontes Point Road
Half Moon Bay, California 94019 United States
1 (650) 712-7000
Set atop a bluff overlooking the Pacific Ocean, the Ritz-Carlton, Half Moon Bay offers an impressive setting for meetings, conferences and retreats. Within easy reach of San Francisco and Silicon Valley, our Northern California resort offers more than dynamic event spaces. Here, planners will find a conference setting that offers flexibility and modern technology, as well as opportunities for team-building, fine dining and recreation.