The 2020 Defined Contribution Institute - Half Moon Bay program will consist entirely of case studies and practical anecdotes from the DC industry. We will hear from plan sponsors and service providers on how past initiatives and ideas have fared when applied in the real world, their successes and disappointments, and how they are implementing and executing the future of their DC plans at this very moment.
The Defined Contribution Institute 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.
Tracy Brewer, Total Rewards Manager – Retirement Plans, Accenture
Bernie Knobbe, Vice President, Global Benefits, AECOM
Margaret Flynn, Pension & Post Retirement Investment Manager, American Water Works Company
Suzanne Carroll, Director, Treasury, Amgen
David Lewis, Director & Assistant Treasurer, Ann & Robert H. Lurie Children’s Hospital of Chicago
Paul Mele, Global Head of Benefits, BlackRock
William Bercek, Director, National 401(k) Program & Compliance, BlueCross BlueShield Association
Jamey Sharpe, Executive Director & Chief Investment Executive, BlueCross BlueShield Association
Sandy Blair, Director, CalSTRS
Paula Stafford, Finance Director, Global Defined Contribution, Dow Inc.
Anthony Tomich, Head of Pension Investments, Farmers Insurance Group
Colin Orr, Associate Director, Retirement Benefits, Genentech
Charles DeSantis, Associate Vice President and Chief Benefits Officer, Georgetown University
Terence Chan, Benefits, Finance & Analytics, Google
Patin Ma, Compensation Manager, Google
Edward Adams, Director – Global Defined Contribution Plans, IBM
Jason Naskiewicz, Americas Investment Manager, Mars Incorporated
Debra Roberts, Director of Finance, Maryland Supplemental Retirement Agency
Stephen McCaffrey, Senior Counsel for Plans, National Grid USA
Sue Rutherford, Retirement Plans Manager, Northwestern University
Joanne Arneal, Director, MD Benefits, The Permanente Medical Group
Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation
Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman
Craig Daniels, Director, Traditional Investments, Trinity Health
Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group
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.
The Defined Contribution Institute 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.
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.