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Event Details

    Retirement Compliance

    Date: January 20, 2016, 11:00am – 1:00pm
    Organizer:
    Shannon Jarboe, PHR, SHRM-CP, M.Ed.
    Location:
    Aviation Systems Engineering Company (ASEC) - St. Mary's County
    21801 N. Shangri-La Drive, Suite A
    Lexington Park, Maryland 20653
    (301) 862-1732
    Price:
    $20 HRASM Member / $25 Non-Member
    Event Type:
    General Meeting
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    MEETING INFORMATION:

    Right now a good majority of Fiduciaries are leaving their greatest liability unprotected. The DOL, IRS & ERISA Litigators have put Retirement Plans on the top of their lists and it is imperative that plan sponsors are informed of the immediate dangers and more importantly how to protect themselves and their plan participants. This program will achieve both objectives and provide a road map to running a fully compliant retirement plan.

     

    SPEAKER INFO:

    Mike Pierce, AIF, QPFC, C(k)PPresident and CEO of Pierce Financial Group, Inc.

     

    A thought leader in the Defined Contribution Retirement Plan industry, Mike has been helping business owners, HR Managers, CFO's and Retirement Plan Committees find cost-effective solutions to managing their companies’ retirement plan to a fiduciary standard. The results of Mike's work benefits both plan sponsors and participants.  He helps retirement plan sponsors fulfill their fiduciary responsibilities and create retirement plans that enhance the ability of plan participants to create a paycheck for life in retirement.

     

    James Holland - Director of Business Development & Assistant Compliance officer for Millennium Investment & Retirement Advisors LLC.

     

    James oversees the joint work programs MIRA runs with ERISA Audit firms, Investment Advisors and Employee Benefit Brokers & Consultants providing sales training and support. James brings with him over 20 years of experience in the Employee Benefits arena. He also coordinates the Fiduciary Education and Training program MIRA provides to Plan Sponsors/Responsible Plan Fiduciaries all over the country. He graduated from Ohio Wesleyan University in 1990 with a BS in Economics Management. James has spoken to multiple SHRM Chapters, the American Society of Pension Professionals & Actuaries, the South Eastern Benefits Conference, CFDD, Vistage, IMA and NAPA.

     

    AGENDA:

    Registration:            11:00am – 11:30am

    Lunch / Meeting:    11:30am – 12:00pm

    Presentation:           12:00pm – 1:00pm

     

    *There will be a Board Meeting at 10:00am, and it is open to all active HRASM Members interested in attending.

     

    LUNCH:

    Catered by Coffe Quarter, lunch will consist of assorted sandwiches and wraps, pasta and fresh greens salads, chips, cookies, and bottled water.

     

    CREDITS:

    This meeting is PENDING credits toward HRCI and SHRM certifications.

     

    REGISTRATION IS NOW  CLOSED

     

    INCLEMENT WEATHER POLICY NOTICE:

    This meeting is scheduled during a season where we may experience inclement weather.  It is our policy to make every effort to hold our meetings as scheduled; however, in the interest of the safety of our members, it may occasionally be necessary to cancel a meeting due to inclement weather. In the event that schools are closed for the day, due to inclement weather, in the county in which the meeting is being held, all events scheduled by HRASM will also be cancelled.  If this occurs, we will update this post with further information regarding rescheduling of the event or refunds/credits to paid participants.


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