Innovation is often an overused word in nearly all contexts and realms, transformational innovation as a phrase is even more so. But in an industry like defined contribution, defined by an abundance of regulatory caution and bounded by practicalities and implications, innovation has been a slow trickle over the years since the concept had its beginnings decades ago. Yet in the decades since. These trickles have built up into a steady stream of arguably revolutionary steps that have changed the way Americans save and spend in retirement. From new products and solutions aimed at simplification and customization to wellness strategies aimed at engaging neglected participants to brand new outlooks to retirement as a whole, our industry has seen tremendous progress in the face of natural limitations.
More work is to be done as we finesse best practices and roadmaps for everything from retirement income and flexibility to participant engagement to investment solution choices, but a recognition of the practical innovations, big or small, that have helped cement industry improvements in the past years has been overdue. Join plan sponsors, providers, and all stakeholders of DC in a celebration, deliberation, and exploration of what has been achieved and what is still to come at this year’s Half Moon Bay Symposium.
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, Senior Vice President, Global Benefits and Well-being, AECOM (Chair)
Liz Kindseth, Director, Retirement Benefits, Allied Universal
Paul Visconti, Director, Retirement Programs & Investments, Avangrid
Sandy Blair, Administrator, California State Savings Plus Program
Beth Claar, General Manager of Benefit Plan Investments, Chevron
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
Judy Vo, Benefits Program Manager, Retirement, Intuit
Michael Jabs, Associate Director, Treasury - Pensions, Kraft Heinz Company
Beth Pattillo, Director, Retirement Programs, Leidos
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Marco Diaz, Senior Vice President, Global Head of Benefits, News Corporation
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Chad Ryan, Head of Total Rewards, Americas, Phillip Morris International
Margaret ‘Peggy’ Haering, Counsel & Assistant Director, Healthcare Policy & Benefits, State of Connecticut Retirement Plans & Trust Fund
Rob Boehmer, Executive Officer, State of Nevada Public Employees’ Deferred Compensation Program
Anita Volta, Executive Director of Benefits, Sutter Health
Martin Bauer, Senior Managing Director, Benefit Plans, Wespath Investment Management