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.
Michelle Lara, President
Special Counsel, Compensation & Benefits practice group
Joe Plum, APA, Vice President
Director, Client Executive
Transamerica Retirement Solutions
Annette Blach, Treasurer
Benefits Advisory & Compliance Consultant
Shareen Balkey, Board Member
Regional Account Manager
John Hancock Retirement Plan Services
Denise Mehus, CRSP, CISP, Board Member
Vice President & Manager, Retirement Plan Services
First American Trust
Cyndie Fessenden, APR, Board Member
San Diego Pension Consultants
Steve Lamm, APA, Secretary
Hicks Pension Services
Lisa Meyer, APA, Board Member
Means & Associates
Bill Peartree, APR Board Member
Principal Director, Retirement Services
Barney & Barney
Howard Joelson, Board Member
Senior Vice President
John Hancock Retirement Services
Sr. Vice President Compliance and Administration
City National Bank
Cheney Hunt, Board Member
Great West Retirement Services
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 firstname.lastname@example.org.