Session Presentations

Monday, October 31

Keynote Address: An economic and investment outlook

Neel Kashkari, managing director, head of global equities, PIMCO and former interim assistant secretary of the treasury for financial stability

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General Session: Seatbelts for rollercoasters

Moderator:
- Pamela Hess, Director of Retirement Research, Aon Hewitt

Panelists:
- Chip Castille, Managing Director, Head of US and Canada Defined Contribution, BlackRock
- Jeffrey D. Morrison, CFA, Institutional Portfolio Manager, MFS Investment Management
- John M. Miller, CFA, Managing Director, Head of U.S. Retirement, PIMCO
- Kelly Wapp, Treasury Analyst, Koch Industries, Inc.

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General Session: Same end, different means

Moderator:
- Toni Brown, Director of US Client Consulting, Mercer

Panelists:
- Tamiko Hutchinson, Global Retirement Program Office Manager, Intel Corporation
- Sonja Kellen, Retirement Benefits Manager, Microsoft Corporation

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Keynote Address: Can DC plans achieve adequacy targets? What is the future for "retirement"?

- Dallas Salisbury, President and CEO, Employee Benefit Research Institute

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TRACK A: How best to add global exposure to your DC portfolios

Moderator:
- Lori Lucals, CFA, Defined Contribution Practice Leader, Callan Associates

Panelists:
- Bryan Dunnivant, Investment Director. Eli Lilly and Company.
- George Evans, Senior Vice President and Director of Equities, OppenheimerFunds.
- Thomas Idzorek, CFA, Global Chief Investment Officer, Morningstar Investment Management
- Christopher Orndorff, Senior Portfolio Manager, Western Asset Management

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Evolution of a Defined Contribution Plan

Moderator:
- Scott Faris, JD, CFA, Senior Consultant Hyas Group, LLC

Panelists:
- Joshua Newmister, Global Retirement Program Manager, Symantec Corporation
- Kristi Mitchem, Senior Managing Director, Global Head of Defined Contribution, State Street Global Advisors

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TRACK A: What Kind of Inflation Protection Do DC participants need, when and how?

Moderator:
- Matthew Gnabasik, Managing Director, Blue Prairie Group

Panelists:
- Craig Lazzara, Vice President US Equities, S&P Indices
- Michael C. Sobolik, Regional Director of North America Research, Invesco
- Margaret Walsh, Director of Benefits, OGE Energy Corp.
- Rick Wurster, CFA, CMT; Asset Allocation Portfolio Manager, Wellington Management Company, LLP

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TRACK B: Creating winning plan participants through winning plan communication: Best Practices in DC Plan Communication

Moderator:
- Ed Gleason, Sr., Specialist Retirement Strategy. American Airlines, Inc.

Panelists:
- Tony Bohn, Vice President, Chief HR Officer, Norton Healthcare, Inc.
- Jeananne Goodhue, Vice President, Client Relationship, Diversified
- Nancy Krangle, Director of Compensation & Benefits, CROSSMARK

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TRACK A: How you can benefit from providers' best practices

Moderator:
- Martha L. Tejera, Principal, Tejera & Associates

Panelists:
- Susan Fulshaw, Managing Director, Institutional Sales and Service, TIAA-CREF
- Laurie Nordquist, Executive Vice President & Director, Institutional Retirement and Trust, Wells Fargo & Company
- Matthew D. McOsker, Vice President Technology Product Development, T. Rowe Price Retirement Plan Services, Inc.
- Deirdre Walker, Retirement Plans Manager, Weyerheauser

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TRACK B: Rethinking target date funds: mix & match ? which pre-mixed portfolio is right for your DC plan?

Moderator:
- Jacob O'Shaughnessy, CFA, Advisor, Arnerich Massena, Inc.

Panelists:
- L. Wayne Adams, Director-Investments, AT&T
- Gretchen Tai, Director of Investment, Hewlett-Packard Company
- Paul Zemsky, CFA, Chief Investment Officer, Multi-Asset Strategies, ING Investment Management Co.
- Marie Swartzwelder, Vice President, Retirement Plan Investment Strategies, Prudential Retirement

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TUESDAY, November 1, 2011

Keynote Address: Defined Contribution Plan policy update: Deficits and Disclosures

- James M. Delaplane Jr., Principal of Government Relations, Vanguard

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The Innovators

Moderator:
- Thomas J. Fontaine, Head, Defined Contribution Investments, AllianceBernstein

Panelists:
- Nicole Smith, Benefits Program Manager, Franklin Templeton Investments

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Defined Contribution Ghosts: Addressing fears of fiduciary and litigation risks

Moderator:
- Marla Kreindler, Partner, Winston & Strawn LLP

Panelists:
- Abigail Pancoast, Chief Counsel, Defined Contribution, Lincoln Financial Group
- Hal Bjornson, Executive Director, J.P. Morgan
- Carol A. Cypert, CRA, CRC, Deferred Compensation Manager, San Francisco, Employees' Retirement System
- Margaret H. Raymond, Vice President, Associate General Counsel, Fidelity Investments

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Luncheon Keynote Address
PlanSuccess TM: Practical Behavioral Finance Solutions to Improve 401(k) Plans

- Shlomo Benartzi, Ph D., Professor, UCLA Anderson School of Management, Chief Behavioral Economist, Allianz Global Investors Center for Behavioral Finance

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