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Event Date |
Thu Sep 19 PDT - Fri Sep 20 PDT (about 5 years ago)
In your timezone (EST): Thu Sep 19 10:30am - Fri Sep 20 5:00pm |
Location |
The Ritz-Carlton
1 Miramontes Point Rd, Half Moon Bay, CA 94019, USA |
Region | Americas |
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.
2019 Speakers
ADVISORY BOARD:
Rob Roy
Chief Investment Officer, AdventHealth
Bernie Knobbe
Global Head of Benefit, 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