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.
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
AdventHealth
Bernie Knobbe
Global Head of Benefits
AECOM
Cathleen deOrnelas
Senior Financial Benefits Manager
Apple
Lavina Mehta
Retirement Plans Manager
Bechtel Corporation
Debra Dennin
Senior Manager, Wealth Benefits
Best Buy Co., Inc
Sarah Krause
Director, Retirement Strategy & Executive Compensation
Boeing
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
Cisco
Katherine Miller
Benefit Department Manager
Costco
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
Oncor
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
Unilever
Gay Lynn Bath
Director
University of Oregon
Mark Keck
Pension and Savings Plan Administrator
UT-Battelle, LLC
Hugh Penney
Senior Director Compensation & Benefits
Yale University
QUESTIONS?
For more information, please contact:
Madeline Heckman
+1 212 224 3640
madeline.heckman@institutionalinvestor.com
November 7-8, 2019
Defined Contribution Institute - Boston
InterContinental Boston
Boston