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

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

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.