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

  • Tuesday, October 15, 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 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.


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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