SUNLIN SPEAKS

 

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 list of Sunlin's past and upcoming speaking engagements:


2018

Retirement Plan Policy Statements

February 28, 2018: Precept Group, 130 Theory -#200, Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference Technical Lunch Forum
Speaker: Stuart Hack, Partner, Sunlin Consulting

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The 10th Annual ABCs of Pension Plans

January 5, 2018: American Capital Group Orange County, CA Campus
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Stuart Hack, JD, CLU, of Sunlin Consulting; Alison Fay of Boutwell Fay; Douglas Van Galder, ERPA, QPA, QBI, LLC.;  Samantha Ter-Kasarian Graboff CPA, of Windes

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2017

The 9th Annual ABCs of Pension Plans

January 24, 2017: American Capital Group Orange County, CA Campus
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Stuart Hack, JD, CLU, of Sunlin Consulting; Hitz Burton, JD of Aon Hewitt; Douglas Van Galder, ERPA, QPA, QBI, LLC.;  Marilyn Thompson, CPA, of Windes

 


2016

The 8th Annual ABCs of Pension Plans

January 21, 2016: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Stuart Hack, JD, CLU, of Sunlin Consulting; Hitz Burton, JD of Aon Hewitt; Douglas Van Galder, ERPA, QPA, QBI, LLC.; Marilyn Thompson, CPA, of Windes

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2015

Fee Disclosure

March 2015: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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Plan funding and fiduciary responsibilities

January 2015: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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2014

Retirement Plans: Exploring the Landscape and Common Risks

Sponsored by Moss Adams LLP and Morgan Stanley

September 2014: City Club Los Angeles, CA

Speakers: Stephanie Reagan, Partner, Sunlin Consulting, Sherrie Boutwell, Partner, Boutwell Fay LLP, Vince Rainforth, National Practice Leader, MassMutual Retirement Services Division, Not-for-Profit Retirement Plans, Melissa Harman, Partner, Moss Adams LLP, Catrina Blackwell, Partner, Moss Adams LLP 

 

Ask the Experts – Q&A

May 2014: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference – Newsletter
Speaker: Stuart Hack, Partner, Sunlin Consulting
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Plan Funding and Fiduciary Responsibilities

January 14, 2014: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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2013

 

Issues, Concerns and Solutions in Auditing 403(b) Plans

May 23, 2013: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Catrina Blackwell, Partner, Moss Adams LLP, Stephanie Reagan, Partner, Sunlin Consulting
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Ask the Experts – Q&A

May 2013: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference - Newsletter
Speaker: Stephanie Reagan, Partner, Sunlin Consulting
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The ABCs of Pension Law

January 9, 2013: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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2012

 

Highlights of 408b-2 Final Regs & Lifetime Income Options Proposed Regs

February 16, 2012: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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Plan Funding & Fiduciary Responsibilities

January 25, 2012: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference (ABCs of Pension Law)
Speaker: Stuart Hack, Partner, Sunlin Consulting
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2011

 

404(a)(5) and 408(b)(2) Participant and Service Provider Disclosures

November 17, 2011: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
Chris Rowey, Benefit Funding Services Group
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Investment Related Regulation – Update II

July 25, 2011: Las Vegas, NV
Western Benefits Conference
Speaker: Murray McBride, Partner, Sunlin Consulting
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Retirement Plan Tax Strategies for Executives of Tax-Exempt Organizations –
Beyond 403(b) & 401(k) Plan Limits

June 21, 2011: San Diego, CA
Presentation sponsored by Moss Adams LLP, OneAmerica AUL Retirement Services, and Sunlin Consulting
Speakers: Stephanie Reagan, Partner, Sunlin Consulting
Kevin Kidwell, Vice President National Non-Profit Sales, OneAmerica AUL Retirement Services
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The ABCs of Pension Law

May 14, 2011: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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2010

 

SHIFTING GROUND - Reducing Risk Amid Regulatory Changes

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
Speakers: Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack, Murray McBride, & Stephanie Reagan, Partners, Sunlin Consulting
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Investment Options In A Difficult Economy: Fiduciary Considerations for Plan Sponsors

April 22, 2010: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Stuart Hack & Murray McBride, Partners, Sunlin Consulting
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2009

 

403(b) Plans Revisited

May 7, 2009: San Diego, CA

June 18, 2009: Los Angeles, CA

Presentation sponsored by Union Bank, Moss Adams LLP and Sunlin Consulting
Speakers: Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack & Stephanie Reagan, Partners, Sunlin Consulting
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Responsibilities of a Plan Sponsor

June 2, 2009: Woodland Hills, CA
Presentation sponsored by Moss Adams LLP and Sunlin Consulting
Speakers: Catrina Blackwell, Partner, Moss Adams LLP
Stuart Hack & Stephanie Reagan, Partners, Sunlin Consulting
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Participant 401(k) Plan Loans and Hardship Distributions

February 3, 2009: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stephanie Reagan, Partner, Sunlin Consulting
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The ABCs of Pension Law Plan Funding

January 21, 2009: Santa Ana, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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2008

 

403(b) Plans: It's a New World—New Regulations Effecting All 403(b) Plans Beginning January 1, 2009

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
Speakers: Catrina Blackwell, Partner & Blair Davis, Manager, Moss Adams
Stuart Hack & Stephanie Reagan, Partners, Sunlin Consulting
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Fiduciary Protection

March 27, 2008: Columbus, OH
Presentation sponsored by Beneco, Inc.
Speaker: Murray McBride, Partner, Sunlin Consulting


2007

 

Definition of Compensation

December 11, 2007: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speaker: Loong Kong, Partner, Sunlin Consulting


2006

 

Fiduciary Issues in the Spotlight

November 16, 2006: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Murray McBride & Stuart Hack, Partners, Sunlin Consulting
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The IRS Has Recently Increased Its Resources And Changed Its Focus On Qualified Retirement Plan Audits – Are You Ready?

April 5, 2006: Irvine, CA
Presentation sponsored by Sunlin Consulting and HRH
Speakers: Stephanie Reagan & Loong F. Kong, Partners, Sunlin Consulting
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2005

 

Top Ten Issues – IRS Plan Audits

July 21, 2005: North Hollywood, CA
Employee Benefits Plan Committee of California Society of Certified Public Accountants
Speakers: Stephanie Reagan & Loong F. Kong, Partners, Sunlin Consulting
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2004

 

Plan Fees, Expenses and Revenue Sharing

October 21, 2004: Irvine, CA
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Stephanie Reagan & Murray McBride, Partners, Sunlin Consulting
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The Mutual Fund Scandal

February 19, 2004: Orange County, CA
Orange County Chapter, Western Pension & Benefits Conference
Speakers: Murray McBride & Stuart Hack, Partners, Sunlin Consulting
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Revenue Sharing and Sales Opportunities for 401(k) Plans

May 2-5, 2004: Las Vegas, NV
National Institute of Pension Administrators
Speaker: Stuart Hack, Partner, Sunlin Consulting
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Liabilities of Offering Investment Advice

July 18-21, 2004: San Francisco, CA
ASPA 2004 Summer Conference
Speaker: Stuart Hack, Partner, Sunlin Consulting
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