Event Details

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

BIO:

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.

APPROVED FOR:

HRCI: 3 credits

SHRM-CP: 1 credit

Register

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 rkevalshrm@gmail.com. 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.