Sunlin Consulting LLP

Sunlin Consulting LLP

  • PO Box 83907
  • Los Angeles, California
  • 90083

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Description

FSA, MAAA, EA, CFA, CEBS, CLU Partner of Sunlin Consulting LLP Loong Kong co-founded Sunlin Consulting LLP in 2001, and has been a partner with the firm since then. He is a senior actuary with over 30 years of experience in employee benefits consulting, the life insurance industry and professional education. An expert in defined benefit plans and ERISA compliance testing, he has implemented qualified and non-qualified retirement plan projects for many leading companies. He has been a pension consultant at major firms, including Foster Higgins, Towers Perrin and Deloitte.

CPA Managing Partner of Sunlin Consulting LLP Stephanie Reagan, a former partner at Deloitte, co-founded Sunlin Consulting LLP in 2001 and has since then served as its Managing Partner. With more than 25 years of experience in all aspects of employee retirement benefits, she specializes in the design, compliance, administration and documentation of 401(k), 403(b) and 457(b) retirement plans. Stephanie helps clients to identify and resolve plan compliance issues, including resolution through the IRS and DOL self-correction and fiduciary programs, and represents clients in IRS and DOL audits.

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