12th Annual ABC's of Pension Plans

Thursday, January 23, 2020

Capital Group Campus

LEARN THE BASICS FROM THE EXPERTS

This all-day seminar will focus on the following areas:

• Law Basics
• Types of plans
• ERISA
• Plan administration
• Plan funding and Fiduciary responsibilities
• Plan design and requirements
• Employer obligations and concerns
• Auditing a qualified plan

This special program has been designed to provide a basic foundation of pension knowledge to those new to this field.  You will want to attend this program if:

• You are looking for a better overall understanding of retirement plans
• You work in a specific area or discipline related to qualified retirement plans and would like to broaden your knowledge
• You work in the employee benefits area but do not really understand how it all fits together
• You may be concerned that your plan is not being administered correctly

Our speakers will be:

Hitz Burton, JD                              Aon Hewitt                                                               Mr. Burton is a Partner in Aon Hewitt’s Newport Beach office. Hitz provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans. Hitz also has extensive work experience as the lead consultant on more than a dozen compliance audits for qualified retirement plans over the last several years. Additionally, Mr. Burton has been the lead Hewitt consultant on over 40 acquisitions for Fortune 200 clients of the firm. Prior to joining Hewitt in 1997, Mr. Burton was an associate with the Boston law firm of Hutchins, Wheeler & Dittmar where he worked in the firm’s ERISA practice group and specialized in providing clients with advice regarding how their merger and acquisition activity would impact their benefit plans and programs. Hitz is the current President for the Orange County Chapter of the Western Pension & Benefits Council. 

Phuong Jennings, QKA                   EGPS, Inc.                                     

Phuong Jennings, Regional Vice President, brings with her over 15 years of 401(k) and pension industry knowledge with an exceptional understanding of ERISA legal plan documents. She works with Financial Advisers, CPAs and other trusted advisers in helping design the appropriate 401(k), Profit Sharing or Defined Benefit/Cash Balance plan for their business clients. She started out in the Third Party Administration (TPA) side of the business and have also been on the recordkeeping vendor side of the industry as well. Her hands-on experiences have given her an in-depth understanding of the technical world of retirement plans. 

Stuart Hack, JD, CLU                           Sunlin Consulting
Mr. Hack is a Partner with Sunlin Consulting LLC and Vice President of Sunlin Consulting Investment Advisory Services LLC.  He advises qualified plan sponsors and record keepers on fiduciary liability exposure management.  He designs, implements and monitors fiduciary best-practices programs, including fully documented ERISA 404(a)(5), 404(c) and 408(b)(2) compliance solutions. Mr. Hack is a former President of the Orange County Chapter of the WP&BC and current Board Member.

Samantha Ter-Kasarian Graboff, CPA     Windes

Ms. Graboff, CPA, is a Senior Manager, Audit & Assurance Service practice at Windes, Inc.  She has over 13 years of experience in auditing employee benefit plans including 401(k), defined benefit plans and health and welfare plans. She is an active member of the American Institute of Certified Public Accounts and the California Society of Certified Public Accountants. She also is a member of the Employee Benefit Audit Quality Center and is a current board member of the Orange County Chapter of the Western Pension & Benefits Council.

 This Seminar will be held in the offices of The Capital Group.  Check-in is open from 8:00 to 8:30 a.m.  Due to the special nature of this program, we cannot accept walk-ins the day of the event.

Continuing Education: 5 hours for:

 AIF  (pending)         ASPPA               CEBS            CFP (pending)                                                                                              
 CPAs (CA)            ERPA              MCLE (CA)            NIPA         CRPS (pending)

The statements and materials presented at WP&BC Orange County Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Orange County Chapter. In addition, WP&BC Orange County Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Orange County Chapter events.