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S. Derrin Watson, J.D., APM, received his bachelor's degree in accounting from Brigham Young University, and his J.D. from UCLA Law School. He has been involved with qualified plans since 1977 and had his first case involving controlled groups shortly thereafter. He lectures frequently for the American Society of Pension Professionals and Actuaries (ASPPA) and was named recipient of ASPPA's 2006 Educator's Award for his dedication to education for the next generation of retirement plan experts and his continuous support of others. Derrin also lectures frequently for the National Institute of Pension Administrators (NIPA), and is a regular presenter at various SunGard Relius Education programs. Derrin is actively involved in authoring The Pension Library, a SunGard technical resource publication, and has authored several articles for the Journal of Pension Benefits, for ASPPA publications, and is the author of Who's the Employer, a detailed analysis of employee and employer issues (leased employees, controlled groups, etc.) that affect qualified plans.
David Schultz, J.D., has over 15 years of experience in qualified and non-qualified retirement plan consulting, including plan design advice, investment management strategies, vendor selection, fiduciary consulting, and participant education. David takes a comprehensive approach to helping companies maximize the value they and their employees receive from their company retirement programs.