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Constructing and maintaining the defined contribution plan’s investment menu is an important responsibility of plan fiduciaries. Plan sponsors are evolving their approach to focus first on a robust process to purposefully select asset classes appropriate for their unique participant group before selecting investments to represent the asset classes. Join this session to discuss the art and science of investment menu design.

About the Speakers
Deana Horman is the investment director for PNC Institutional Asset Management® responsible for leading the advisory services offering for defined contribution plans. In her role, Deana is actively involved with the rollout and continued delivery of fiduciary investment services for existing and new clients. In addition, as an investment thought leader she heads the group’s investment insight and communications with clients, the media, and industry leaders. Prior to her current role, Deana was chief investment officer and retirement plan advisor for a registered investment advisor firm serving only retirement plans. There she provided leadership and advice to clients. Before that position, she was a senior relationship manager at a regional broker/dealer and registered investment advisor, where she was responsible for investment reviews and retirement plan advisory services. Deana was acknowledged for her contributions to the retirement industry by being awarded NAPA Top Woman Advisors accolade in 2018, 2017 and 2015. She is also a member of the Investment Committee for the Plan Sponsor Council of America. Deana graduated with a Bachelor of Science from Ball State University and with a Master of Business Administration from Butler University. Deana holds the Certified Investment Management Analyst® and Accredited Investment Fiduciary® (AIF) designations.

Chris Dall is managing director, Defined Contribution Retirement Solutions, for PNC Institutional Asset Management® (PNC IAM). In this role he leads PNC IAM’s efforts to provide 3(21) investment advisory, 3(38) investment management, financial wellness, and employee education services for defined contribution plans. He provides functional oversight to the Retirement Plan Advisors and Employee Education Consultants who are responsible for providing defined contribution solutions to plan sponsors. Chris joined PNC in 2015 as an Associate Investment Advisor. Most recently, Chris served as Content Manager, working closely with the IAM business and Marketing teams to create thought leadership and other content for the Outsourced Chief Investment Officer (OCIO) and DC Retirement Solutions Groups. In addition, he has authored content featured on the CFA Institute’s Enterprising Investor blog and SHRM's blog, in addition to being quoted in industry news sources such as Plansponsor.com. He has also presented on related topics at various industry conferences and local market events. Chris is a director on the Leadership Committee of Plan Sponsor Council of America (PSCA) and the chair of PSCA's Thought Leadership Council. He is an active member of the PNC IAM Diversity, Equity, and Inclusion Working Group and has served as the Vice President of the Interfaith Employee Business Relations Group. Chris graduated with a Bachelor of Science in finance from Penn State Erie, The Behrend College. Chris holds the Chartered Financial Analyst® (CFA) designation. He also studied at Oxford College and Emory University.

Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.

Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.