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Event Details


    Date: November 24, 2015, 8:30am – 10:30am
    Holiday Inn - Valley View ~ Roanoke, VA
    $20 Member / $25 Guest
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    Speaker: James Holland

    Topic: ERISA and DOL Changes and How it Affects HR

    Summary of Learning:

    With the increase in both regulatory and courtroom activity, involving now the white house and the supreme court, the changes taking place in ERISA should be the #1 concern of all HR staff due to the complexity of the law and the volatility of the current environment.

    Learning Objectives: To set a plan to be compliant and identify:

    1) How to comply with ERISA and DOL

    2) How to ensure participants are on the right retirement track

    3) How to avoid becoming a target for the IRS, the DOL and the ERISA litigators


    James Holland is the Director of Business Development & Assistant Compliance officer for Millennium Investment & Retirement Advisors LLC, a Pension & Fiduciary Consulting firm based in Charlotte NC. He also oversees the joint work programs MIRA runs with ERISA Audit firms, Investment Advisors and Employee Benefit Brokers & Consultants. James brings with him over 20 years of experience in the Employee Benefits arena.

    He graduated from Ohio Wesleyan University in 1990 with a BS in Economics Management.

    James has spoken to SHRM Chapters in NY & NC, the American Society of Pension Professionals & Actuaries, the South Eastern Benefits Conference, CFDD & Vistage.


    HRCI: 3 credits


    SHRM-CP: 1 credit


    Cancellation Policy:  Refunds will not be granted if cancellation is not received at least 24 hours in advance. Send all cancellation notices via e-mail to Substitutions are allowed, however the non-member rate may apply.  If we do not receive a cancellation notice more than 24 hours before the event, you will be required to pay for this event, even if you are unable to attend.