Callan Institute logo
Registration opens July 1
"Callan College" Introductory Workshop for DC Plan Fiduciaries- San Francisco
San Francisco

Introductory Workshop for DC Plan Fiduciaries

This one-day workshop centers on the fundamentals of managing and administering a defined contribution (DC) plan. Designed primarily for ERISA fiduciaries and supporting staff members, attendees will gain a better understanding of:

  • The key responsibilities of an ERISA fiduciary and best practices for executing those responsibilities
  • Basics of capital market theory and DC investment menu design principles
  • Investment manager evaluation, selection, and monitoring
  • Best practices for evaluating fees
  • Regulatory and legal landscape
  • Industry trends

Callan Presenters:

  • San Francisco Fund Sponsor Consulting
  • Defined Contribution Consulting Group


This workshop is complimentary and open to institutional investor clients. Additionally, this session qualifies for continuing education credits. Please contact Barb Gerraty at for more information.

Consistent with providing a healthy and safe event for all participants, all attendees will be required to have a COVID-19 vaccination with the requisite waiting period in order to attend this event. Additionally, attendees will be required to complete an acknowledgment of risks and agree to follow the health and safety protocols in place as per CDC, Federal, State, and Local Guidelines.

Date & Time

Starts 2021-10-27
10:00 AM PT
Ends 2021-10-27
4:00 PM PT


Callan, San Francisco
600 Montgomery Street, Suite 800
San Francisco, CA 94111
View Map Register
Share on facebook
Share on twitter
Share on linkedin
Location and Cost

The session will be held at Callan’s San Francisco Office.


Callan is a member of Club Quarters in San Francisco, the password is CALLAN (case sensitive).

Event Speakers

Connie Lee
Connie Lee
Senior Vice President

Attendee Lists