October Lunch Meeting: Playing Well with Others in the Retirement Plan M&A Sandbox

When
Tuesday, October 15, 2019
11:30 AM - 1:00 PM
Location
DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108

Registration

Non-Members – $75.00
Pay As You Go Members – $65.00
Prepaid Members

Registration is closed

Please join us for Playing Well with Others in the Retirement Plan M&A Sandbox, presented by Rick Unser, Lockton Retirement Services. Topics covered in this presentation include:

Overview of M&A transaction types and the impact on retirement plans

How buying a house can help you understand the different aspects of M&A

Strategies to effectively communicate with and leverage the strength of different retirement service partners

Ways to solve tricky issues with loans, vesting, balance transfers and more

How to avoid common mistakes in retirement plan M&A

Why Private Equity is different but similar

Sniffing out controlled or affiliated service groups

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, October 11th.

Western Pension & Benefits Council San Diego Chapter

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