Mark your calendars for the 2nd Tuesday
of every month to attend a dynamic Human Resource Program!
The time of the program rotates each month, throughout the calendar quarter, generally* as follows::
*Note: Times may be altered for special presentations watch the newsletter and website for details.
| 1st Month of each Quarter - Morning Meeting: 7:30 am - 9:00 am|
| 2nd Month of each Quarter - Lunch Meeting: 11:30 am - 1:00 pm|
| 3rd Month of each Quarter - Evening Meeting: 3:30 pm - 5:00 pm|
General Monthly Meeting - Meeting Agenda Example:
|7:30 - 7:45 ||Registration & Networking|
|7:45 - 7:55 ||Announcements & Chapter Business|
|7:55 - 9:00 ||Speaker Introduction, Presentation & Questions|
MC-SHRM... A Dynamic, Growing Local Chapter - Affiliated with SHRM
"Superior Merit Award" Winning Chapter, Affiliated with The Society for Human Resource Management (SHRM), which is the World's Largest Association, Devoted to Human Resource Management and Including 190,000+ Members!
Locally, We Offer:
Networking & Professional Resources
- Monthly Meetings
- ...featuring Speakers on a Variety of HR Topics
- Workshops & Seminars
- ...emphasizing Education on Functional Areas of Human Resources
- Special Programs
- ...spotlighting Latest Trends Affecting Human Resource Professionals
- Professional Certification
- ...in Partnership with Rice University School of Continuing Studies, Increase Your Knowledge of Human Resource Management
and Prepare for the Professional Certification Exam, Administered by HRCI (Human Resource Certification Institute).
SHRM Learning System is Utilized. Discounted Rate is Offered to MC-SHRM Members. www.scs.rice.edu/hr
- Network with Your Peers
- ...Build Professional Relationships
- Legislative Updates
- ...Access Current Human Resource Information Affecting Local and National Workforce and Advising on the Latest Trends
- Take Action to Impact Legislative Issues
- ... Participate in Legislative Activities that Influence State and Federal Laws Affecting Your Worksite and Employees
- Volunteer to "Serve the Professional and Advance the Profession"
- Build a Professional Network
- ... Attend Meetings, Join a Committee, Get Involved
Click here for more program information
For more career services information, please see our Career Services page. To post your job listing or resume, please consider becoming a member.
||Tue. Jul 11, 2017
|| COMMON 401(k) PLAN ERRORS
EARN 1.00 RECERTIFICATION CREDIT - HRCI / SHRM ========================================================================== Did You Know...
- Operational plan failures are much more common than investment related losses!
- Substantial penalties and fees can be assessed - to correct administrative errors!
- Fiduciaries bear personal liability for fiduciary breaches and losses!
Join us for this informative session, where our guest speakers will address how to identify the most common errors found by the IRS during 401(k) plan audits.
Participant Learning Objectives:
- Clarify who is a fiduciary and who is not
- Identify common administrative errors relating to 401(k) plans
- Discover types of errors made by Plan Sponsors inside their 401(k) plan
- Establish best practices to reduce possibility of making a 401(k) plan error
Ryan Lansford, Financial Advisor focuses on recommending and implementing comprehensive wealth management strategies for his high-net-worth individual and institutional clients, many drawn from the Houston, Texas area. He offers professional asset management services, wealth preservation and estate planning services, insurance strategies, and education funding, including 529 plans. He also offers alternative investments for qualified investors plus fixed income strategies for retirees.
He has built his investment practice on his belief that his chief mission as a Financial Advisor is to help create a financial strategy intended to protect every client's wealth by recommending an asset allocation policy that is in line with his/her financial goals and risk tolerance. Built into this investment policy are careful attempts to monitor, rebalance and preserve each client's wealth in volatile markets.
Ryan earned a B.B.A in general business from Sam Houston State University. He also holds the General Securities Representative License (Series 7) and the Uniform Investment Adviser Law Examination (Series 66). He is licensed as an agent for life and health insurance in the state of Texas.
Sadie Hooker, Retirement Plan Consultant for Nova 401(k) Associates, focuses on helping advisors and their clients with plan design, compliance and administrative issues. She believes that a successful retirement plan is one that meets the objectives of both the employer and employees. This is usually achieved through a combination of proper plan design and effective communication.
As a member of the American Society of Pension Professionals and Actuaries (ASPPA), Sadie is one of only fourteen professionals in the United States, who as of 2009, holds all five of the highest ASPPA designations: Certified Pension Consultant (CPC), Qualified Pension Administrator (QPA), Qualified 401(k) Administrator (QKA), Qualified Plan Financial Consultant (QPFC) and Tax Exempt and Government Plan Consultant (TGPC) designations. She also completed the Certified Financial Planner (CFP) program at Rice University.
Sadie is a graduate of The University of Texas at Austin where she majored in Economics with a minor in Spanish and was very active in Student Government. Prior to attending college, she served over four years of active duty during the Panama Invasion and Operation Desert Storm periods in the US Army as an Intelligence Analyst and Spanish Linguist. After leaving the Army, she worked in the Tactical Analysis Teams at the US Embassies in Costa Rica and Honduras, prior to focusing on the retirement plan industry. As a service connected veteran, she is lifetime member of the Disabled American Veterans with over 17 years of active and reserve military service.
========================================================================== HRCI: This program has been for pre-approved for 1.00 (General) recertification credit hour toward California, GPHR, HRBP, HRMP, PHR and SPHR recertification through HRCI. Visit www.hrci.org for more information. SHRM: MC-SHRM is recognized by SHRM to offer Professional Development Credits (PDC s) for SHRM-CP or SHRM-SCP. Visit www.shrm.org for more information
========================================================================== ========================================================================== MEETING FEE RSVP
By Deadline: $15Members - - - $25 Prospective Members & Guests
After RSVP Deadline: $20 Members - - $30 Prospective Members & Guests
||7:30am - 9:00am
||IMPORTANT! JULY LOCATION CHANGED To: CITY OF CONROE - CONROE TOWER - 300 W. Davis Street, Conroe, Tx - Council Chambers = 1st Floor
||Wed. Jul 5, 2017
||Ryan Lansford, Oppenheimer www.opco.com
||Sadie Hooker, Nova 401(k) www.nova401k.com
- RSVP No Shows Will Be Billed (Reservation Must Be Cancelled 3 Business Days Prior to Event)