401(k)/403(b) Investment Lineup - San Francisco 2018 | Pensions & Investments | 10 April 2018 | Omni San Francisco Hotel, 500 California Street, San Francisco, CA 94104

P&I’s 2018 401(k)/403(b) Investment Lineup will provide plan sponsors with insights on the latest strategies for building a diversified plan via a dynamic investment lineup. We’ll discuss the challenges facing plan sponsors today as they work to develop the best investment lineups and default plans for their participants. Attendees will gain access to the latest trends for engaging plan participants and helping them make the right choices to lead to a secure retirement. We’ll also cover the latest news on how to navigate the changing regulatory landscape in light of the recent DOL changes.

Industry thought leaders share their expertise on the following:

• Simplifying investment options with white label funds
• Lifetime Income
• Transparent fee structures
• Regulatory effects on capital preservation
• Leveraging behavioral finance techniques to increase participant retirement savings
• Managed solutions through target-date funds and managed accounts
• Ways to manage inflation risk
• Stand-alone investment options
• Achieving low cost returns with indexes

These are just some of the topics to be explored by investment experts who are helping today’s DC plans improve retirement outcomes. P&I’s 401(k)/403(b) Investment Lineup format includes interactive discussions so attendees have an opportunity to be a part of the conversation and ask questions, which will provide valuable feedback and takeaways.

2018 Speakers:

Bernie C. Knobbe
Cebs, Ccp, Aecom, Vice President, Global Benefits Enterprise Hr/total Rewards | Event Co-chair

Bill Ryan
Mba, Caia, Sphr, Aon, Associate Partner | Event Co-chair

Chris Anast
Cfa, American Funds, Senior Retirement Strategist

Rod Bare
Callan, Senior Vice President

Jeffrey Barrow
Cima, Dimeo Schneider & Associates, L.l.c., Regional Director, Senior Consultant

Lori Branley
Stanford University, Director Of Retirement Programs

Ross A. Bremen
Cfa, Nepc, Llc, Partner

Toni Brown
Cfa, American Funds, Senior Vice President And Senior Defined Contribution Strategist

Michon Caton
Gap Inc., Director Of Retirement Benefits, Financial Education Programs And Paid Time Off

Jerome A. Clark
Cfa, T. Rowe Price Associates, Inc., Portfolio Manager, Multi-asset

Paul F. Cowie
Meketa Investment Group, Inc., Principal, Consultant

Peter Delaney
Cfa, Mfs Investment Management, Director, Defined Contribution Investments

Heidi Delauter
T. Rowe Price Associates, Inc., Global Investment Services, Senior Institutional Defined Contribution Specialist

Andrew Dierdorf
Cfa, Fsa, Cmt, Maaa, Fidelity Investments, Portfolio Manager

Brian Donoghue
Nepc, Llc, Partner

John Doyle
American Funds, Senior Vice President And Senior Defined Contribution Strategist

Jeff Eng
Cfa, Nuveen, A Tiaa Company, Managing Director Of Retirement Solutions

Marc Fandetti
Cfa, Cfp, P-solve, Director And Senior Investment Consultant

Thomas Foster
Pinnacle West, Director, Pension And Trust Investments

Karen Gray
Mfs Investment Management, Head Of Us Institutional Sales

Katie Hockenmaier
Cipm, Mercer Investment Consulting, Principal

Kimberly G. Hyland
Mfs Investment Management, Managing Director, Global Client Group

Aruna Jain
Mercer Investment Consulting, Principal

Christopher Jarmush
Arthur J. Gallagher & Co., Area Senior Vice President, Institutional Investment & Fiduciary Services

James Jensen
Cima, Dimeo Schneider & Associates, L.l.c., Principal, Senior Consultant

Jon Joss
Fidelity Investments, Senior Vice President, Relationship Management

Bernie C. Knobbe
Cebs, Ccp, Aecom, Vice President, Global Benefits Enterprise Hr/total Rewards | Event Co-chair

Scott Knowles
Cisco Systems Inc., Senior Manager, Global Benefits

Lorie L. Latham
Cfa, T. Rowe Price Associates, Inc., Global Investment Services, Senior Defined Contribution Strategist

Wyatt A. Lee
Cfa, T. Rowe Price Associates, Inc., Portfolio Manager, Multi-asset

Karyn Lujan
Public Employees Retirement Association System Of New Mexico, Deferred Compensation Plan Manager

Christopher Luongo
Cfa, Fidelity Investments, Institutional Portfolio Manager

Brendan M. Mackenzie
Cfa, Wellington Management, Vice President And Business Development Manager

Laraine Mckinnon
Lmc17, Ceo

Jonathan Mcmahon
Fidelity Investments, Vice President, Retirement Product Management

Matthew L. Mcmenamy
Wellington Management, Vice President And Business Development Manager

Lavina Mehta
Cfa, Ctp, Bechtel Global Corporation, Retirements Plan Manager

Marco Merz
Cfa, University Of California Office Of The Cio Of The Regents, Director, Defined Contribution

George Michael Gerstein
Stradley Ronon Stevens & Young, Llp, Counsel

James Modelski
Cfs, Dimeo Schneider & Associates, L.l.c., Principal, Director Of Communication & Education

Natalie Nadler
Boeing, Director, Public Markets

Hugh Penney
Yale University, Senior Director, Compensation & Benefits

Jed E. Petty
Cfa, Wellington Management, Managing Director, Director Of Dc Strategies, And Relationship Manager

David Pulford
American Airlines, Director Of Retirement Programs

Elliot Raff
Curcio Webb, Llc, Chief Compliance Officer, Consultant

Greg Ritter
Fidelity Investments, Vice President, Retirement Product Management

Bill Ryan
Mba, Caia, Sphr, Aon, Associate Partner | Event Co-chair

Dan Stapkowski
Cima, General Electric Company, Defined Benefit / Defined Contribution / Ocio Investment Management & Risk Oversight

Paul Staples
Mercer Investment Consulting, Partner, Central Market Defined Contribution Segment Leader

Brett F. Sumsion
Cfa, Fidelity Investments, Portfolio Manager

Mark Szycher
Gm Asset Management, Managing Director, Public Markets

Claire Telleen
Cfa, Callan, Senior Vice President, Fund Sponsor Consulting

Elise Thiemann
Cfa, Mercer Investment Consulting, Senior Associate

Tony Tomich
Farmers Insurance Group, Head Of Pension Investments

Greg T. Ungerman
Cfa, Callan, Senior Vice President And Defined Contribution Practice Leader

James Veneruso
Cfa, Caia, Callan, Senior Vice President And Defined Contribution Consultant

Timothy G. Walsh
Tiaa, Senior Managing Director, Institutional Investment & Endowment Distribution

Sue Walton
American Funds, Senior Vice President And Senior Defined Contribution Strategist

William N. Welsh
Caia, Cipm, Arthur J. Gallagher & Co., Area Assistant Vice President, Institutional Investment & Fiduciary Services

Diana K. Winalski
International Paper Company, Head Of 401(K) Product Management

Cynthia O. Zaleta
Aon, Associate Partner

2018 Sponsors:

LEAD:
• American Funds
• Fidelity Investments
• MFS
• T.RowePrice
• TIAA
• Nuveen
• Wellington Management