Defined Contribution Institute - Half Moon Bay 2018

Sep 13th - Sep 14th 2018
The Ritz-Carlton
Half Moon Bay, CA (San Francisco)

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.

2018 Preliminary Agenda Highlights

Accumulation AND Decumulation: “And” – Not “Or”

We’re all born. (At least those of us reading this program). We grow up. Some of us go to college, most of us go to work at some point. Then we age, and at some point a lucky few get to sail their boat off Palm Beach while others buy a double-wide with an L extension outside Joplin Missouri and are forced to work part-time as a greeter at Walmart. And while Fortune plays an inordinate role in how this story ends for each of us as individuals, it’s the stages in between when we have the most influence over our Fate.

That’s why this year’s Symposium program is going to buck the recent trend in the DC community to focus predominantly on retirement readiness. Instead, we will make every effort to explore both sides of the retirement success story: The best strategies and methodologies for building a solid financial for a secure retirement as well as the best – and still emerging – thought leadership in retirement income solutions.

So in the best Socratic tradition, discussions at this year’s Defined Contribution Symposium will be formatted around defending commonly accepted principles of plan design, plan management, and the very definition of plan success. The premise of each session will be that the subject matter has to be defended in a constructive manner with the objective of possibly taking good ideas – which the DC industry is built upon – and making them better.

2018 Agenda

2018 Preliminary Topics

  • Disruption in the Accumulation Phase: Using Technology & Behavioral Research to Boost Savings
  • Are Plan Sponsors Afraid to Implement What Participants Want?
  • Another Critical Factor in the Financial Wellbeing Puzzle
  • Bonds are Different: Don’t Let Average Be Your Benchmark
  • Shaping Your Leadership Strengths
  • Introducing Dynamism into Your DC Plan
  • Addressing Longevity Risk in Defined Contribution Plans
  • Survey Results: DC Plans’ Usage of HSAs
  • How Are You Dealing with Privacy Laws and Regulations?
  • Real Estate: A Potential Source for Enhanced Returns in DC Plans
  • How Customized Can DC Get – Ideally and Functionally?
  • Helping Employees Manage Participant-Experienced Risks
  • The Evolution of the Retirement Income Discussion
2018 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.

Kevin Barry
Director, Retirement Plans
First American Financial

Paul Benjamin
Director of Investments
Alcoa Inc.

Suzanne Carroll
Directork Treasury
Amgen, Inc.

Chris Ceder
Vice President – Retirement Benefits
Goldman Sachs

Charles Claudio
Director, Retirement Programs
Liberty Mutual Group

Lynn Cordaro
Director, Benefits & Finance

Craig Daniels
Director, Traditional Investments
Trinity Health

Jaime Erickson
Vice President, Wealth Strategies
UnitedHealth Group

Vicky Erwin
Investment Director, Pension & Benefits
Eli Lilly & Company

Beth Ewing
Director-Retirement Outreach & Education
FedEx Corporation

Carl Gagnon
Assistant Vice President, Global Retirement Programs
Unum Group

Colin Orr
Associate Director of Retirement Benefits
Genentech, Inc.

Polly Scott
Communications and Deferred Compensation Plan Manager

Ingrid Stafford
VP Financial Operations & Treasurer

Carol Sung
Senior Manager, Retirement Plan Investments
Comcast-NBC Universal

Robert Wright
Defined Contribution Plan Manager
United Parcel Services of America, Inc.

About DC Institute
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.


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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The Ritz-Carlton

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.

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