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November Lunch Meeting

  • Tuesday, November 13, 2012
  • 11:30 AM - 1:00 PM
  • DoubleTree Hotel - Mission Valley, 7450 Hazard Center Dr., San Diego, CA 92108


Registration is closed

We're From the Government, Ma'am, and We're Here to Help:
When the DOL Comes to Visit

We all know that the IRS audits retirement plans and at any point might disqualify us all!  But what do we understand about dealing with the Department of Labor and its Employee Benefits Security Administration (EBSA)?  This presentation will acquaint you with the ins and outs of DOL investigation and enforcement activity, from the side of the private practitioner.  Don't beware ... be aware!

Our Speaker:
Kevin G. Long
is a Shareholder with Chang Ruthenberg & Long PC in Folsom, California.  Kevin's practice focuses on all facets of ESOPs including corporate succession planning, mature ESOPs, fiduciary representation and DOL/IRS defense, as well as all aspects of related nonqualified and equity deferred compensation planning for ESOP companies.  Over the last 25 years, he has helped guide over 250 ESOPs and ESOP companies to success, representing the spectrum of publicly traded corporations and privately held companies, from professional firms and banks, to manufacturers and retailers.  Kevin is a member of and a frequent contributing speaker and author in the area of ESOPs for the National Center for Employee Ownership (NCEO) and The ESOP Association.  He is a fellow of the American College of Employee Benefits Counsel, which recognizes significant contributions to the advancement of the employee benefits field, and was selected by his peers for inclusion in the registry of "The Best Lawyers in America"® and in the publication "Super Lawyers"®.

Thank you to our November lunch meeting 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, November 7.

Continuing education credit is available for ASPPA and NIPA certifications and California CPAs, and one hour of MCLE for California attorneys.

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.

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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