Defined Contribution Institute - Half Moon Bay 2019

Sep 19th - Sep 20th 2019
The Ritz-Carlton
Half Moon Bay, CA (San Francisco)
It’s About Retirement. Period.

This year's Defined Contribution Symposium will thus focus on the core issue of retirement itself - whether you believe the central theme of the discussion is “retirement income”, “retirement solutions”, “retirement preparedness” or some other facet. From new ideas on retirement income and providing useable annuities to ensuring retirement readiness for plan participants, we will delve into how plan sponsors and participants can discern between the relevant and the extraneous so that we can chart a path out of the currently unknown and deliver the opportunity for the staunch and reliable retirement that your participants want and deserve.

  • A new look at retirement income solutions, whether it's a re-evaluation of existing options to a hard look towards the future.
  • Striving for a more holistic participant communications system to fully assuage the fears and instill confidence during the decumulation phase.
  • How the right decisions by you when it comes to all the different cogs in the DC machine, from financial wellness, plan investment lineup to plan design, can fit together to contribute toward solving the retirement income conundrum.


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

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.


GDPR Consent Notice

I’d like to receive exclusive news, content and offers from Institutional Investor and other Euromoney group company products and services by:

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Please See Our Event Participant Terms & Conditions

You can unsubscribe at any time by clicking the "unsubscribe" link at the bottom of any communications we send you. You can also visit our preference centre.

Privacy Notice | Please See Our Event Participant Terms & Conditions


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.



For more information, please contact:

Madeline Heckman

+1 212 224 3640

Related Events

November 7-8, 2019

Defined Contribution Institute - Boston

InterContinental Boston

Learn more