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Sunlin Consulting shares its experience, knowledge and creative ideas with Plan Sponsors, Investment Advisors, Brokers, CPA firms, TPA firms and Qualified Plan Vendors through various forums. Below is a listing of our upcoming and prior speaking engagements.
June 18, 2009
Los Angeles, CA
Presentation sponsored by Moss Adams LLP and Sunlin Consulting LLP |
A View from the Top: 403(b) Plans and UPMIFA
Speakers: Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack & Stephanie J. Reagan, Partners, Sunlin Consulting LLP
> Download highlights of this presentation in PDF format |
June 2, 2009
Woodland Hills, CA
Presentation sponsored by Moss Adams LLP and Sunlin Consulting LLP |
Responsibilities of a Plan Sponsor
Speakers: Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack & Stephanie J. Reagan, Partners, Sunlin Consulting LLP
> Download highlights of this presentation in PDF format |
May 7, 2009
Ssan Diego, CA
Presentation sponsored by Moss Adams LLP, Sunlin Consulting LLP and Union Bank |
403(b) Plans: Revisited
Speakers: Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack & Stephanie J. Reagan, Partners, Sunlin Consulting LLP
> Download highlights of this presentation in PDF format |
February 3, 2009
Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference |
Participant 401(k) Plan Loans and Hardship Distributions
Speaker: Stephanie J. Reagan
> Download highlights of this presentation in PDF format |
January 21, 2009
Santa Ana, CA
Orange County Chapter, Western Pension & Benefits Conference |
The ABCs of Pension Law
Speaker: Stuart Hack
> Download highlights of this presentation in PDF format
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May 29, 2008
San Diego, CA
May 28, 2008
Newport Beach, CA
May 20, 2008
Woodland Hills, CA
Presentation sponsored by Moss Adams LLP and Sunlin Consulting LLP |
403(b) Plans: It's a New World
New Regulations Effecting All 403(b) Plans Beginning January 1, 2009
Speakers:
Catrina Blackwell, Partner & Blair Davis, Manager
Moss Adams
Stuart Hack & Stephanie J. Reagan, Partners
Sunlin Consulting
> Download highlights of this presentation in PDF format
> Download related article |
March 27, 2008
Columbus, OH
Presentation sponsored by Beneco, Inc. |
Fiduciary Protection
Speaker: R. Murray McBride |
December 11, 2007
Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference |
Definition of Compensation
Speaker: Loong Kong
> Highlights of presentation |
November 16, 2006
Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference |
Fiduciary Issues in the Spotlight
Speakers: R. Murray McBride & Stuart Hack
> Download highlights of this presentation in PDF format |
April 5, 2006
Irvine, CA
Presentation sponsored by Sunlin Consulting and HRH |
The IRS Has Recently Increased Its Resources And Changed Its Focus On Qualified Retirement Plan Audits – Are You Ready?
Speakers: Stephanie J. Reagan & Loong F. Kong
> Download highlights of this presentation in PDF format |
July 21, 2005
North Hollywood, CA
Employee Benefits Plan Committee of California Society of Certified Public Accountants |
Top Ten Issues - IRS Plan Audits
Speakers: Stephanie J. Reagan & Loong F. Kong
> Download highlights of this presentation in PDF format |
Ocotber 21, 2004
Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference |
Plan Fees, Expenses and Revenue Sharing
Speakers: Stephanie Reagan & Murray McBride
> Download highlights of this presentation in PDF format |
February 19, 2004
Orange County, CA
Orange County Chapter,
Western Pension & Benefits
Conference |
The Mutual Fund Scandal
Speakers: Murray McBride & Stuart Hack
> Download highlights of this presentation in PDF format |
May 2-5, 2004
Las Vegas, NV
National Institute of Pension Administrators |
Revenue Sharing and Sales Opportunities for 401(k) Plans
Speaker: Stuart Hack
> Download highlights of this presentation in PDF format |
July 18-21, 2004
San Francisco, CA
ASPA 2004 Summer Conference |
Liabilities of Offering Investment Advice
Speaker: Stuart Hack
> Download highlights of this presentation in PDF format |
Nothing on the Sunlin Site should be construed as investment advice. |
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