3805 Murphy Canyon Road
San Diego, CA 92123
ph: 858-232-2697
fax: 858-503-7715
alt: 858-503-7700
admin
We are a leading provider of educational workshops and programs for retirement plan professionals. We provide opportunities for professional growth by offering relevant, comprehensive, quality programs and by offering local networking.
Lisa Meyer, QKA, President
Manager, Sales & Marketing
Means & Associates
Tom Burns, Vice President
President
Premier Plan Consultants
Annette L. Blach, Treasurer
Director, Managing Director
Fidelity Investments
Shawna Della, QKA, Secretary
Pension Administrator
San Diego Pension Consultants
Neil G. Garrett, Board Member
Relationship Executive, Retirement Services
OneAmerica
Jennifer Glaser, CPA, Board Member
Tax Manager
Lavine Lofgren Morris & Engelberg, LLP
Cheney L. Hunt III, Board Member
Regional Sales Director
Empower Retirement
Joseph Plum, APA, Board Member
Director, Client Executive
Transamerica Retirement Solutions
Henry P. Schneider, ERPA, APA, QPA, Board Member
Director, Regulatory Services
OneAmerica
Our Board works continuously to meet members needs and to fulfill professional and educational goals.
Volunteering is a great opportunity for networking. It can also be a pathway to NIPA leadership positions. We invite NIPA members to serve on the local San Diego NIPA Board or to provide industry focused workshops aimed at enhancing the knowledge our retirement plan community and profession.
Members interested in volunteering to serve on a committee may contact us at admin@sdnipa.com.
Copyright 2018 San Diego Chapter of NIPA. All rights reserved.
3805 Murphy Canyon Road
San Diego, CA 92123
ph: 858-232-2697
fax: 858-503-7715
alt: 858-503-7700
admin