DC Institute

DC Institute - Half Moon Bay 2023

Sep 13th - Sep 14th 2023
The Ritz-Carlton
Half Moon Bay, CA

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. 

2023 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, 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 



For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479


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