14th Annual ABC's of Pension Plans

Tuesday, January 25, 2022

Online Webinar

$125 Members, $175 Non-Members

GrubHub Lunch Credit Provided

8:30 a.m. - 3:30 p.m. PST

Topics Include:

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

Attendees:

• Are looking for a better overall understanding of retirement plans?
• Do you work in a specific area or discipline related to qualified retirement plans?
• Would you like to broaden your knowledge of retirement plans?
• Do you work in the employee benefits area but do not really understand how it all fits together?
• Are you concerned that your plan is not being administered correctly?

Speakers:

Robert 'Hitz' Burton, J.D., Aon                              

Hitz is a senior consultant located in Aon’s Newport Beach office where he provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans as well as their other benefit programs and policies. Hitz has extensive experience with the issues that impact qualified plans and their administration following merger and acquisition activity. In the last ten years, he has been the lead Aon consultant on over 50 acquisitions for Fortune 200® clients of the firm. Additionally, Hitz has been the lead consultant on more than a dozen compliance audits for qualified retirement plans focused on IRS tax qualification and ERISA fiduciary matters. 

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 has 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. 

Tina Schackman, CFA, CFP, Benefit Financial Services Group (BFSG)                                          

Tina re-joined Benefit Financial Services Group in 2019 after spending 7 years with Prudential Retirement where she was responsible for managing the firm’s intermediary relationships in the Western US.  Tina was originally with BFSG from 2004 to 2011 and primarily served as an Investment Consultant to qualified plan sponsors of corporate and public retirement plans.  Tina currently serves as a Principal and Senior Retirement Plan Consultant where she provides investment and plan design consulting, fiduciary education, and plan compliance oversight to her clients.

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. 

Continuing Education: 5 hours for: AIF (pending), ASPPA, CEBS, CFP (pending), CPAs (CA), CRPS, ERPA, MCLE (CA), & NIPA

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.