DC Institute

16th Annual DC Institute Half Moon Bay Symposium

Sep 10th - Sep 11th 2024
The Ritz-Carlton
Half Moon Bay, CA
The Art of Implementation and the Science of Dreaming Big

We’re no strangers to hosting case studies showcasing the latest and greatest in DC plan ingenuity and showing what can be possible and executed in the real world. We’re also no strangers to aspirational discussions and debates among plan sponsors, managers, and consultants on what could be and what is yet to come in the industry so that we can improve everything from retirement readiness to financial wellness.

The DC Institute’s 16th Annual Half Moon Bay Symposium will present a convergence of the two sides of the formula and shepherd big ideas from thought to eventual reality. Join your fellow industry peers and experts in in-depth discussions on new ideas for the next generation of plans and learn the best ways to get to the proverbial finish line based on all the experience and expertise accumulated by the previous generation. 

2024 Advisory Board

The Defined Contribution Institute 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.

Bernie Knobbe, CEBS, CCP, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)

Jaime Erickson, Director, Retirement Plans (US & Puerto Rico), Abbott Laboratories

Liz Kindseth, Director, Retirement Benefits, Allied Universal

Paul Visconti, Director, Retirement Programs & Investments, Avangrid

Matt Adamson, Head of Benefits, Americas, Bloomberg

Demi Hannon, Director, Global Financial Benefits and Wellbeing, Boeing

Paula Stafford, Finance Director, Global Defined Contribution, Dow Chemical Company

Vicky Erwin, Senior Investment Director, Pensions and benefits, Eli Lilly & Co.

Chip Weule, Chief Benefits Officer, Fire and Police Pension Association of Colorado

Kyle Cotrufello, Benefits Program Manager, US Benefits, Google

Roger Paschke, Chief Investment Officer, Hearst Corporation 

Lilian Mei, Director of Investment Research & Analysis, Hearst Corporation 

Diana Winalski, Deputy Chief Investment Officer, International Paper Company

Beth Pattillo, PHR, SHRM-CP, Director, Retirement Programs, Leidos

Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin

Debra Roberts, Former Chief Financial Officer, Maryland Supplemental Retirement Plans

Margaret Daun, Milwaukee County Corporation Counsel, Milwaukee County Employees’ Retirement System

Dan Salemi, Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan, Lewis & Bockius LLP

Steve McCaffrey, Senior Counsel, National Grid USA

Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex

Rob Boehmer, Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program



For more information, please contact:

Marissa Sasso, Investor Relations Manager

+1 212 224 3305


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