Silicon Valley Plan Sponsor Breakfast Roundtable
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When: Wednesday, May 23, 2018
8:30 am - 11:30 am
Where: HP, Inc.
1501 Page Mill Road
Building 5 Lobby
Palo Alto, California  94304
United States

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You're invited ...

Please join us in Silicon Valley 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. 

Wednesday, May 23 2018 | 8:30 a.m. – 11:30 am

Host location:  HP, Inc.
Address:1501 Page Mill Road | Building 5 Lobby | Palo Alto, CA 94304

This invitation is for two representatives from diverse areas of your firm, preferably one that is responsible for investments and one that is responsible for 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