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Defined Contribution Institute - Half Moon Bay 2021

Sep 21st - Sep 22nd 2021
The Ritz-Carlton
Half Moon Bay, CA (San Francisco) + Virtual
The Retirement and Innovation Symposium - Turning Cutting-Edge Research and Studies into Actionable Insights

Changing tack from our 2020 Virtual Half Moon Bay Conference, where we hosted both plan sponsors and service providers presenting case studies of plan innovations and initiatives and shared successes and pitfalls, our 2021 Half Moon Bay event will dive into the rich world of exciting new research, studies, and data-centric analyses that the DC industry is endowed with.

We will take advantage of the open-air environment at the scenic Half Moon Bay venue, and our renewed focus on providing smaller but more engaging breakout session formats to allow attendees to pick and choose among their preferred research topics in order to cover more ground. Most importantly, research and studies, as exciting and innovative as they are, must help plan sponsors lay the groundwork for action. We hope you will join us in-person (or virtually through our virtual option) for our first hybrid event in 2021 to hear and engage with experts on the latest research initiatives in the industry, and use the opportunity to conceptualize the theoretical and act on the forthcoming for your plans and participants. 

 

Hybrid Agenda for Virtual Attendees
  • Tuesday September 21
  • Wednesday September 22
  • 9:05 AM - 9:20 AM
    America/Los Angeles (PDT)

    Chairperson’s Welcome and Interactive Polling Session

    12:05 PM - 12:20 PM ET | 11:05 AM - 11:20 AM CT

  • 9:20 AM - 10:10 AM
    America/Los Angeles (PDT)

    Panel - Back to the Drawing Boards: Looking Back at the Last Year and a Half, and Mapping Out the Next Era in DC

    12:20 PM - 1:10 PM ET | 11:20 AM - 12:10 PM CT

  • 10:10 AM - 10:30 AM
    America/Los Angeles (PDT)

    Case Study - Implementing a Lifetime Income Solution: Lessons Learned and Strategies for Success

    1:10 PM - 1:30 PM ET | 12:10 PM - 12:30 PM CT

  • 11:00 AM - 11:40 AM
    America/Los Angeles (PDT)

    Workshop 1A - Theory vs Practice: Solving the Retirement Income Problem for What Participants Actually Do

    2:00 PM - 2:40 PM ET | 1:00 PM - 1:40 PM CT

  • 11:00 AM - 11:40 AM
    America/Los Angeles (PDT)

    Workshop 1B - The Power of Personalization

    2:00 PM - 2:40 PM ET | 1:00 PM - 1:40 PM CT

  • 11:50 AM - 12:30 PM
    America/Los Angeles (PDT)

    Workshop 2A - Debt and Inflation

    2:50 PM - 3:30 PM ET | 1:50 PM - 2:30 PM CT

  • 11:50 AM - 12:30 PM
    America/Los Angeles (PDT)

    Workshop 2B - The Continued Rise of Sustainable Investing

    2:50 PM - 3:30 PM ET | 1:50 PM - 2:30 PM CT

  • 2:00 PM - 2:40 PM
    America/Los Angeles (PDT)

    Workshop 3A - The Certainty Equivalent: Understanding the Tipping Point for Risk in Participant Portfolios

    5:00 PM - 5:40 PM ET | 4:00 PM - 4:40 PM CT

  • 2:00 PM - 2:40 PM
    America/Los Angeles (PDT)

    Workshop 3B - What’s the real Target? How Deeper Thinking Can Transform Glide Paths

    5:00 PM - 5:40 PM ET | 4:00 PM - 4:40 PM CT

  • 2:50 PM - 3:30 PM
    America/Los Angeles (PDT)

    Workshop 4A - A New Look at Active Management for Plan Sponsors

    5:50 PM - 6:30 PM ET | 4:50 PM - 5:30 PM CT

  • 2:50 PM - 3:30 PM
    America/Los Angeles (PDT)

    Workshop 4B - Fixed Income in the Current and Future Environments

    5:50 PM - 6:30 PM ET | 4:50 PM - 5:30 PM CT

  • 3:50 PM - 4:30 PM
    America/Los Angeles (PDT)

    Workshop 5A - Best Practices for Investment Line-up Selection and Monitoring

    6:50 PM - 7:30 PM ET | 5:50 PM - 6:30 PM CT

  • 3:50 PM - 4:30 PM
    America/Los Angeles (PDT)

    Workshop 5B - Designing for Change: How Technology and Smart Plan Features Can Help Participants Retire

    6:50 PM - 7:30 PM ET | 5:50 PM - 6:30 PM CT

  • 4:40 PM - 5:10 PM
    America/Los Angeles (PDT)

    Presentation - Diversity and Inclusion Accelerates Growth

    7:40 PM - 8:10 PM ET | 6:40 PM - 7:10 PM CT

  • 9:00 AM - 9:40 AM
    America/Los Angeles (PDT)

    Panel - Wellness, Upgraded: How Is the Industry Rising Up to the Call?

    12:00 PM - 12:40 PM ET | 11:00 AM - 11:40 AM CT

  • 9:40 AM - 10:20 AM
    America/Los Angeles (PDT)

    The Last Mile: Designing and Delivering a Retirement Plan into Participants’ Palms from the Top Down to the Interface

    12:40 PM - 1:20 PM ET | 11:40 AM - 12:40 PM CT

  • 10:40 AM - 11:20 AM
    America/Los Angeles (PDT)

    Workshop 6A - Venus and Mars: Exploring Gender Differences in Mindset and Behavior Among DC Plan Participants

    1:40 PM - 2:20 PM ET | 12:40 AM - 1:20 PM CT

  • 10:40 AM - 11:20 AM
    America/Los Angeles (PDT)

    Workshop 6B - Inside the Minds of Plan Participants: Retirement - Ready of Not

    1:40 PM - 2:20 PM ET | 12:40 AM - 1:20 PM CT

  • 11:30 AM - 12:10 PM
    America/Los Angeles (PDT)

    Workshop 7A - How Different Demographics Are Reacting to Current Retirement Trends

    2:30 PM - 3:10 PM ET | 1:30 AM - 2:10 PM CT

  • 11:30 AM - 12:10 PM
    America/Los Angeles (PDT)

    Workshop 7B - Plan Sponsor vs. Plan Participants: Retirement Insight Research

    2:30 PM - 3:10 PM ET | 1:30 AM - 2:10 PM CT

  • Symposium Concludes, See You in October!

Recording

If you would like to access the recordings of this event, please contact jon.ljekocevic@institutionalinvestor.com

2021 Advisory Board

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.

Bernie Knobbe, Vice President, Global Benefits, AECOM (Chair)

Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association  

Bill Bercek, 401(k) Program Manager, Amazon

Suzanne Carroll, Director, Treasury, Amgen

Paul Visconti, Director of Retirement Programs and Investments, Avangrid

Paul Mele, Global Head of Benefits, BlackRock

Matt Adamson, Benefits, Americas, Bloomberg L.P.

Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.

Lynna Soller, Benefits Manager, City of Chandler

Steven Montagna, Chief Personnel Analyst, City of Los Angeles

Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories

Anthony Tomich, Head of Pension Investments, Farmers Insurance Group

Colin Orr, Associate Director, Retirement Benefits, Genentech

Daniel Marafino, Financial Benefits Specialist – Retirement, Google

Patin Ma, Compensation Manager, Google

Michael Jabs, Lead, Pensions, Kraft Heinz Food Company

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Jason Naskiewicz, Americas Investment Manager, Mars Incorporated

Debra Roberts, Chief Investment Officer, Maryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for Plans, National Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation 

Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group

About the DC Institute
DC Institute

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.

Become a Suppoting Member

 

Venue

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.

SAFETY PROTOCOLS

Physical Distancing

All physical distancing mandates will be followed by Institutional Investor and the hotel venue. In addition, we ask that all attendees adhere to social distancing mandates when interacting at the event.

Disinfect and Sanitize

All event spaces will undergo increased disinfection and sanitization daily. Hand sanitizer will be readily available at multiple locations.

Face Masks

If recommended by the local health authority guidance, we will ask all participants to wear a face covering. Face coverings will be available on arrival should participants not have their own.

Temperature Checks

Depending on the relevant health authority guidance, we may include temperature checks or other screening measures upon arrival at the event.
Health & Safety Advisory: If you have a fever, cough, shortness of breath, feeling unwell or suspect to have symptoms of COVID-19, please seek medical attention and do not attend the event.
Contact

QUESTIONS?

For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com  

 

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