Retirement Plan Educational Series
Come join us to find out how the Retirement Plan landscape is changing. We will be discussing recent and upcoming legislative changes that will impact your retirement plan. You will hear from subject experts on Government Reorganizations and Priorities for 2016, what's happening with the economy, horror stories from a CPA auditor and common mistakes that you don't want to have in your plan. Learn what not to do and what documents you need keep current to do to stay in compliance. You deserve to have a great retirement and so do your employees.
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Ross Lopez, CRPS
President
RL Insurance & Financial Services, Inc.
Ross Lopez has been working in the retirement industry since 1997. He currently holds a Chartered Retirement Plan Specialist designation and works with employer groups as a 3(21) Fiduciary. In his career he has been employed by Third-Party Administrators, Service Providers and as an Independent consultant. His understanding of all the moving parts to a retirement plan allows him to consult with employer groups on how to design and administer a plan to keep it in compliance and create successful retirement outcomes for participants.
Heather B. Abrigo
Counsel, DrinkerBiddle
Heather is an Attorney with expertise in Employee Benefits & Executive Compensation. She works with public and private sector plan sponsors, third party administrators and other pension service providers in a variety of specialties. Heather provides strategic counsel on fiduciary duties under ERISA, the Internal Revenue Code and other federal laws. She was selected as a Southern California Super Lawyer-Rising Star in the area of employee benefits/ERISA.
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Pat Byrnes, FSPA, MAAA, EA
President
Actuarial Consultants, Inc.
Pat has over 40 years of experience in the pension industry and was Co-Founder of the Los Angeles Benefits Conference with the IRS in 1992. Pat has also served as the President of the American Society of Pension Actuaries (ASPPA). He is passionate about building successful retirement plans and influencing change in the retirement plan industry for the benefit of plan participants. Pat has been quoted in many prominent publications including the Wall Street Journal, U.S. News & World Report, and the Los Angeles Times.
CPA, Miller Kaplan
Joanna (Jenny) Bolsky has 27 years of experience, including over 20 years specializing in financial statement audits for tax-exempt organizations. Jenny founded the Employee Benefit Plans Committee of the CalCPA, Los Angeles Chapter in 2002, and has been a speaker at the CalCPA conferences. She is a graduate of CalCPA’s Leadership Institute and has been quoted in the Journal of Accountancy. In 2012, she was appointed to the California Board of Accountancy’s Qualifications Committee, and currently serves as its Chair.
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Cristina Behrens
Regional Director, Russell Investments
Christina is a regional director for U.S. Private Client Services at Russell Investments. In this role, Christina is responsible for the service, growth, and expansion of the retail investment market in North Los Angeles through her work with financial advisors.
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Location
Join us at The Crown Plaza Hotel in Redondo Beach for a buffet lunch, outstanding presentations, Q&A with our panelists, and networking with other plan sponsors. We look forward to seeing you there!
Parking will be validated.
Feel free to share this with other plan sponsors that might benefit from the information being presented. Registration ends on May 20th, 2016.
