Venue
The Ritz-Carlton
The Ritz-Carlton, 1 Miramontes Point Rd, Half Moon Bay, CA 94019, USA

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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
Details

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.

Speakers

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