Faced with a differentiated need when it comes to issues like plan governance, investment due diligence, communication strategies, and regulatory hurdles, many plan sponsors with limited resources are faced with a whirlwind of obstacles and opportunities in a rapidly-changing industry under siege by the COVID-19 crisis. This webcast will feature experts and peers in a discussion on best practices and ways to maneuver for these plan sponsors in uncertain times, and also to plan for the future with regards to wellness and exciting new initiatives.
Carol Dohr, Retirement Plan Manager, William Blair & Company Retirement Plan
Nathan Voris, Senior Managing Director, Business Development, Charles Schwab
Paul Visconti, Director of Retirement Programs and Investments, Avangrid
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 of Investments, 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
Lynna Soller, Benefits Manager, City of Chandler
Paulette Clark, HR Program Manager, County of Monterey
Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories
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
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Joanne Arneal, Director, MD Benefits, The Permanente Medical Group
Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation
Jack Miller, Advisory Committee, Presbyterian Board of Pensions
Diane Kaiser, 401(k) Plan Manager, Public Employee Retirement System of Idaho
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
Plan sponsors, please contact:
Jon Ljekocevic, Deputy Director, Investor Relations
+1 212 224 3479
For sponsorship opportunities, please contact:
Adele Langie, Senior Executive Director
+1 212 224 3611
Eleanor Dixson-Hobbs, Executive Director, Integrated Solutions
+1 212 224 3163
September 15 - 16, 2020
Defined Contribution Institute - Half Moon Bay
The Ritz-Carlton
Half Moon Bay (San Francisco)
October 20 - 21, 2020
Defined Contribution Institute - Washington, D.C.
Park Hyatt
Washington, D.C.