November Lunch Meeting: Best Practices for Plan Takeovers and Asset Conversions

  • Tuesday, November 15, 2016
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108


Registration is closed

Please join us for:  Best Practices for Plan Takeovers and Asset Conversions, presented by Scott Ann Setzer and Sarah Rodgers of Polycomp Retirement Services, Inc. 

This presentation is intended to address some best practices:

  • No is an option – not all business is good business
  • Timing is everything and Timelines are useful
  • Managing expectations
  • Blackout and back away
  • Liability – To review or not to review what is the liability?
  • Unbundling the bundle – teaching old dogs new tricks.

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 Thursday, November 10, 2016.


Western Pension & Benefits Council San Diego Chapter

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