San Francisco Plan Sponsor Roundtable
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 Export to Your Calendar 5/22/2018
When: Tuesday, May 22, 2018
130 pm - 4:30 pm
Where: Bechtel
50 Beale Street
3rd Floor, Conference Room 3
San Francisco, California  94105
United States

Online registration is available until: 5/22/2018
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You're invited ...

Please join us in San Francisco for a Plan Sponsor Breakfast Roundtable

We are bringing together engaged and passionate plan sponsors to this invitation-only event
to share ideas, advocate for change, and enjoy the process. 

Tuesday, May 22 2018 | 8:30 a.m. – 11:30 am

Host location:  Bechtel
Address: 50 Beale Street | 3rd Floor, Conference Room 3 | San Francisco, CA 94105

This invitation is for two representatives from diverse areas of your firm, preferably one that is responsible for San Francisco investments and one that is responsible for San Francisco plan design. This will provide for a robust and multifaceted conversation. Please respond by May 7.


We will be discussing the theme "Design Matters" with our featured guests:

  • Lori Lucas, President & CEO, Employee Benefit Research Institute (EBRI)
  • Judy Mares, former plan sponsor and Deputy Assistant Secretary of the Employee Benefits Security Administration (EBSA)
  • Lew Minsky, former plan sponsor and President & CEO of Defined Contribution Institutional Investment Association (DCIIA)
  • Dennis Simmons, Executive Director, Committee on Investment of Employee Benefit Assets (CIEBA)

We hope you can join us. If you have any questions please contact us at