SUNLIN PARTNERS


STEPHANIE REAGAN, CPA
Managing Partner, Sunlin Consulting LLC

Stephanie Reagan, a former Partner at Deloitte, co-founded Sunlin Consulting LLC in 2001 and has since then served as its Managing Partner. With more than 25 years of experience in all aspects of employee retirement benefits, she specializes in the design, compliance, administration and documentation of 401(k), 403(b) and 457(b) retirement plans. Stephanie helps clients to identify and resolve plan compliance issues, including resolution through the IRS and DOL self-correction and fiduciary programs, and represents clients in IRS and DOL audits. In addition to her work with Sunlin Consulting, she regularly speaks to professional groups on retirement plan tax compliance matters.

 

R. MURRAY MCBRIDE, FSA, MAAA
President, Sunlin Consulting Investment Advisory Services LLC

Murray McBride is President of Sunlin Consulting Investment Advisory Services LLC and a Partner at Sunlin Consulting LLC. He advises clients on investment-related issues for qualified retirement plan assets, specializing in investment strategy, policy development, manager/fund selection and performance monitoring. In addition, he works with plan sponsors to develop/strengthen the management infrastructures of their retirement plans. His experience spans over 40 years, including 25 years in a consulting environment and 17 years with Sun Life of Canada. Prior to joining Sunlin, he was a Director at Deloitte with responsibility for its Western Region investment consulting practice. He is a frequent speaker on investment related topics at industry seminars.

 

STUART HACK, JD, CLU
Partner, Sunlin Consulting LLC

Stuart 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. Stuart also designs and manages ERISA 3(38) fiduciary solutions that record keepers offer to participant-directed defined contribution plan sponsors and financial advisors. His experience includes over 30 years as CEO of a benefits consulting and registered investment advisory firm and the co-founder of a daily recordkeeping service provider. He currently serves on the Board and was past President of the Orange County chapter of the Western Pension & Benefits Council.

 

LOONG F. KONG, FSA, MAAA, EA, CFA, CEBS, CLU
Partner, Sunlin Consulting LLC

Loong Kong co-founded Sunlin Consulting LLC in 2001, and has been a Partner with the firm since then. He is a senior actuary with over 30 years of experience in employee benefits consulting, the life insurance industry and professional education. An expert in defined benefit plans and ERISA compliance testing, he has implemented qualified and non-qualified retirement plan projects for many leading companies. He has been a pension consultant at major firms, including Foster Higgins, Towers Perrin and Deloitte. In addition to his consulting work, he is on the faculty of UCLA as an Assistant Adjunct Professor of actuarial mathematics, and conducts seminars for professionals preparing for the Enrolled Actuaries and Society of Actuaries examinations.