13th Annual ABC's of Pension Plans

Tuesday, January 26, 2021

Online Webinar

9 a.m. - 3:30 p.m.

Lunch Certificates will be provided through GrubHub

LEARN THE BASICS FROM THE EXPERTS

This full-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                                                                       Mr. Burton is a Partner in Aon’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 Past 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                                       

Stuart is a recently retired Partner with Sunlin Consulting LLC.  He advised qualified plan sponsors and record keepers on fiduciary liability exposure management.  He designed, implemented and monitored fiduciary best-practices programs, including fully documented ERISA 404(a)(5), 404(c) and 408(b)(2) compliance solutions.  He also designed and managed ERISA 3(38) fiduciary solutions that record keepers offer to participant-directed defined contribution plan sponsors and financial advisors.  He is past president of the Orange County Chapter of the Western Pension & Benefits Council.

Mark Murphy, CPA                            LTSP, Inc.

Mr. Murphy is the Managing Partner/ Audit Partner at LTSP, Inc. which he joined in 1985 after five years as the controller of a local holding company that operated and controlled commercial real estate properties and a printing/publishing company. As a partner, he is primarily in charge of planning and supervising audit and other attestation engagements in a wide array of industries including technology, healthcare, real estate, service, distribution and manufacturing. He also has extensive experience with providing audit and compliance services to various types of employee benefit plans covered under ERISA. His experience also includes providing audit services to organizations and entities under the United States Department of Housing and Urban Development (“HUD”) programs.

 This Seminar will be held as an online zoom meeting.  Check-in is open from 8:30 a.m. PST

Continuing Education: 5 hours for:

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

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.