September Lunch Meeting

  • Tuesday, September 17, 2013
  • 11:30 AM - 1:00 PM (PDT)
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration


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DOMA Decision Details, Directives, and Discussion

UPDATED:

Our speaker will be Robert H. "Hitz" Burton, JD.  Hitz is a Partner, Retirement Consulting & Compliance, with Aon Hewitt's Newport Beach office where he provides advice to clients regarding the design and administration of their qualified and nonqualified retirement plans as well as their other benefit programs and policies.  Hitz has extensive experience with the issues that impact qualified plans and their administration following merger and acquisition activity.  In the last ten years, he has been the lead Aon Hewitt consultant on over 50 acquisitions for Fortune 200 clients of the firm.  Additionally, Hitz has been the lead consultant on more than a dozen compliance audits for qualified retirement plans focused on IRS tax qualification and ERISA fiduciary matters.

Hitz earned a B.A. from Hamilton College (Summa Cum Laude, Phil Beta Kappa) and a J.D. from the University of Pennsylvania.  He is admitted to the bar of Massachusetts.  Hitz is also a board member of the Orange County Chapter of the Western Pension & Benefits Council.  He regularly speaks in various public forums focusing on a variety of topics involving retirement plans.

Our original speaker, Tonie Bitseff of Nixon Peabody LLP, has had to withdraw from this presentation due to health problems.  We wish her a speedy recovery!

Thank you to our sponsor:

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 this meeting is Wednesday, September 11.

We are continuing our free guest program!  San Diego Chapter members may bring a plan sponsor company employee as a free guest to this meeting.  We will accept a total of ten free guests per meeting; additional free guests will be given priority registration for the next meeting.  Each plan sponsor company may be a free guest only once, but you are welcome to bring additional employees as paid guests.

Western Pension & Benefits Council San Diego Chapter

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