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CPA
Stephanie Reagan is Managing Partner of Sunlin Consulting LLP. She specializes in the employee benefits tax areas of qualified retirement plans, including plan design, compliance and administration. A former Partner at Deloitte & Touche, she was responsible for building the company’s Employee Benefits Tax Group for Southern California and later for the entire Western Region. In this role, she created a comprehensive qualified retirement plan compliance review program and testing methodology. During her 25 years in the field, she has also taught university-level courses (e.g., Tax Ethics & Research) in California and New York.
FSA, MAAA, EA, CFA, CEBS, CLU
Loong Kong 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 & Touche. 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.
FSA, MAAA
Murray McBride is President of Sunlin Consulting Investment advisory Services, LLC., a wholly owned affiliate of Sunlin Consulting. 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 for their retirement plans. His experience spans 38 years, including 21 years in a consulting environment and 17 years with Sun Life of Canada. Prior to joining Sunlin, he was a Director at Deloitte & Touche with responsibility for its Western Region investment consulting practice. He frequently speaks to professional groups on investment-related topics.
JD, CLU
Stuart Hack advises qualified plan sponsors and service providers on fiduciary liability exposure management. He specializes in designing, implementing and monitoring plan fiduciary best practices programs, including investment advisory services and a fully documented ERISA 404(c) compliance solution. His experience includes over 30 years as CEO of a benefits consulting and registered investment advisory firm. He is a frequent speaker at pension and benefits conferences nationwide and is currently president of the Orange County chapter of the Western Pension & Benefits Conference. He is the author of the text book Retirement Planning for Professionals. |
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