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.

Board of Directors

Joseph Plum, APA, President                                  

Director, Client Executive                                            

Transamerica Retirement Solutions 

Lisa Meyer, QKA, Vice President 

Sales & Marketing Consultant

Means & Associates, LLC

Annette L. Blach, Treasurer

Benefits Advisory & Compliance Consultant

Towers Watson

Kristen Chamberlain, Secretary

Regional Vice President

John Hancock Retirement Plan Services

Shareen M. Balkey, Board Member                            

Client Relationship Manager                                        

Transamerica Retirement Solutions                         

Tom Burns, Board Member

Vice President, Consulting Services

San Diego Pension Consultants

Cheney L. Hunt III, Board Member

Vice President

Great West Retirement Services

Michelle Lara, Board Member

Special Counsel, Compensation & Benefits Practice Group

Cooley, LLP

Denise C. Mehus, CRSP, CISP, Board Member             

Vice President & Manager, Retirement Plan Services    

First American Trust

Bill Peartree, APR, Board Member        

Principal Director, Retirement Services                         

Barney & Barney 

Henry P. Schneider, ERPA, APA, QPA, Board Member

Sr. Vice President Compliance and Administration

City National Bank

Dennis Trombino, ERPA, APA, QPA, QKA, Board Member

President

Trombino Pension Administrators, Inc.

Volunteer Opportunities

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.