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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.
May 19, 2010
San Diego, CA
May 18, 2010
West Los Angeles, CA
May 5, 2010
Woodland Hills, CA
May 4, 2010
Orange County, CA
Presentation sponsored by Moss Adams LLP and Sunlin Consulting LLP |
SHIFTING GROUND - Reducing Risk Amid Regulatory Changes
Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack, Murray McBride, & Stephanie J. Reagan, Partners, Sunlin Consulting LLP
> Download highlights of this presentation in PDF format |
April 22, 2010
Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference |
Investment Options In A Difficult Economy: Fiduciary Considerations for Plan Sponsors
Stuart Hack & Murray McBride, Partners, Sunlin Consulting LLP
> Download highlights of this presentation in PDF format |
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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