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.
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
September 19 - 20, 2019
Defined Contribution Institute - Half Moon Bay
The Ritz-Carlton
Half Moon Bay, CA (San Francisco)