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April Lunch Meeting: A Dive Into Distributions

  • Tuesday, April 16, 2019
  • 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 A  Dive into Distributions, presented by Sherrie Boutwell, Boutwell Fay.Topics covered in this presentation include:

  • permitted distribution events
  • forms of distribution / distribution forms
  • required minimum distributions
  • cash out of small amounts
  • in-service distributions, including hardship distributions
  • finding missing participants
  • claims and controversies
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 Friday, April 11th.


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

Direct Questions To:
Lori Mason, Chapter Administrator

Phone: 619-405-3874

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

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