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.

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Dates and Locations Topics and Speakers

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

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March 27, 2008
Columbus, OH

Presentation sponsored by Beneco, Inc.

Fiduciary Protection

Speaker: R. Murray McBride

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Dates and Locations Topics and Speakers

December 11, 2007
Irvine, CA

Orange County Chapter, Western Pension & Benefits Conference

Definition of Compensation

Speaker: Loong Kong

> Highlights of presentation

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Dates and Locations Topics and Speakers

November 16, 2006
Irvine, CA

Orange County Chapter, Western Pension & Benefits Conference

Fiduciary Issues in the Spotlight

Speakers: R. Murray McBride & Stuart Hack

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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

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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

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Ocotber 21, 2004
Irvine, CA

Orange County Chapter, Western Pension & Benefits Conference

Plan Fees, Expenses and Revenue Sharing

Speakers: Stephanie Reagan & Murray McBride

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February 19, 2004
Orange County, CA

Orange County Chapter, Western Pension & Benefits Conference

The Mutual Fund Scandal

Speakers: Murray McBride & Stuart Hack

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May 2-5, 2004
Las Vegas, NV

National Institute of Pension Administrators

Revenue Sharing and Sales Opportunities for 401(k) Plans

Speaker: Stuart Hack

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July 18-21, 2004
San Francisco, CA

ASPA 2004 Summer Conference

Liabilities of Offering Investment Advice

Speaker: Stuart Hack

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