Defined Contribution Symposium

Sep 14th - Sep 15th 2017
The Ritz-Carlton
Half Moon Bay, CA

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.

    • Rethinking the Core Menu for Today with Today’s Opportunities and Risks in Mind
    • How Diversified Are You Really in your Core Fixed Income?
    • Continuing the Active v. Passive Conversation
    • TDFs – One of the Most Important Innovations, but Still a Work in Progress?
      • Introducing Factor-Based Investing to the DC Menu
      • Benchmarking TDFs
      • Improving TDFs on a Fee Budget
    • How Lawsuits Are Hampering Innovation and Progress — And What Plan Sponsors Can Do
    • How to Engage Your Employee Population — What Behavior Is Engagement Driving?
    • Annuity/Fee Comparison for 403(b) plans
    • How Does ESG Integration Contribute to a DC Plan
    • DC Plans’ Adoption of Financial Wellness Programs
    • Fixed Income — Should Plan Sponsors Add Something to Diversify Away from the BarCap?
    • How Are Plan Sponsors Dealing with Cybersecurity
    • Lead Or Be Led — Plan Sponsors Moving the DC Industry Forward Through Innovation in Overall Plan Design, Communications and More…

    Please view the agenda for a full list of session topics.

    View agenda

    Advisory Board

    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.

    Kathy M. Lutito
    President and Chief Investment Officer
    CenturyLink Investment Management

    Carolyn Wood
    Senior Director, Retirement Benefits
    Charter Communications

    Erik Linvog
    Manager Pensions & Benefits Accounting
    Daimler Trucks North America 

    Greg Bouleris
    Senior Vice President - Benefit Plan Investment Oversight
    General Electric Company

    Canyon Chan
    Head of Investments/Chief Investment Officer
    HP, Inc.

    Mike Cumby
    Treasurer & Director of Credit
    Michelin North America, Inc. 

    Donna Mills
    Los Angeles County Metropolitan Transportation Authority

    Dean Carothers
    Vice Chair, Deferred Compensation Plan
    Monterey County's Deferred Compensation Plan

    Lori Branley
    Director of Retirement Programs
    Stanford University

    Marco Merz
    Director of Defined Contribution, Office of the Chief Investment Officer
    University of California

    Jodi Glandon
    Compliance and Retirement Plans Manager
    Weyerhaeuser Company

    About DC Institute
    DC Institute

    The Institutional Investor Institute for Defined Contribution is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules.

    Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans.




    Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Pescatore.



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    The Ritz-Carlton

    One Miramontes Point Road
    Half Moon Bay, CA 94019
    United States

    Situated 23 miles southwest of the San Francisco International Airport, The Ritz-Carlton, Half Moon Bay provides a magnificent backdrop of the Northern California coast.

    Enjoy innovative cuisine in our ocean-view restaurants, two championship golf courses and miles of walking trails at the most romantic setting in Northern California.



    For more information, please contact:

    Alisha Patel

    +1 212 224 3620

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