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September Lunch Meeting: From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs

  • Tuesday, September 16, 2014
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration


Registration is closed

Please join us for:   From a TRUSTED SOURCE - The Department of Labor's VFCP, Abandoned Plans and Enforcement Programs

Our speaker will be Wendy Morgan of the U.S. Department of Labor.

Wendy Morgan is the current Regional Coordinator for both the Voluntary Fiduciary Correction Program and the Abandoned Plan Program in the Los Angeles Regional Office.  She is a CPA, has a degree in Psychology, an Award in Accounting, and a work background in banking, staffing, and public accounting.   Wendy’s time with the U.S. Department of Labor-EBSA has given her great experiences in enforcement, technical assistance and compliance that have enabled her to work with terrific colleagues, members of the employee benefits community as well as the plan participants they serve. 

This lunch meeting will be held at the DoubleTree Hotel, 7450 Hazard Center Drive, San Diego, California 92108. Doors open at 11:30 a.m. for registration and networking, and the presentation will run from noon to approximately 1:00 p.m. The reservation deadline for the meeting is Wednesday, September 10, 2014

 

Please feel free to reach out to WP&BC with any questions.

Direct Questions To:
Lori Mason, Chapter Administrator 
info@wpbcsandiego.org

Phone: 619-405-3874



Address:
San Diego Chapter
PO Box 600302
San Diego, CA   92160-0302

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