As a benefit of being a member of SAHRMA, you have received access to purchase discounted tickets to Spurs home games for the Second Half of the 2020-2021 season! To take advantage of this offer, please click on the link below and enter the promo code SAHRMA . If you have any questions, feel free to contact me directly.
CLICK HERE TO PURCHASE TICKETS
Promo Code: SAHRMA
Or click on the link below
Go Spurs Go!
Approved for 1.0 Professional Development Credit (PDC) through SHRM and pending approval for 1.0 Recertification Credit through HRCI
401(k) Plan Regulatory Updates, Reminders and Best Practices
During the session, attendees will walk through the challenges faced by all retirement plan sponsors, including vendor selection, investment due diligence/target date fund selection, and red flags. Participants will receive actionable information to help them meet their fiduciary obligations to their 401(k).
1. Understand roles of vendors
2. Understand investment and target date fund fiduciary obligations
3. Understand 3(16), 3(31) and 3(38) services
4. Recognize red flags of plan design
Linde Murphy, Managing Director of Argent Retirement Plan Advisors, works with corporations, nonprofits, and municipalities to provide guidance on retirement plans. This guidance includes structure, implementation, ongoing documentation, review, and modification. Linde is also Chief Compliance Officer of M.E. Allison & Co., Inc., an investment banking firm specializing in municipal finance. In her work with M.E. Allison & Co., she is responsible for staying abreast of compliance updates, providing guidance on rule changes, updating procedures, and implementing processes to maintain high compliance standards. Ms. Murphy currently serves on the FINRA Board of Governors (Elected) and the FINRA Small Firm Advisory Board (de facto). She previously served on the FINRA Southern District Committee (Elected), the FINRA Fixed Income Committee (Appointed) as well as the FINRA Regulatory Advisory Committee (Appointed).
Ms. Murphy is a speaker on compliance topics, including fixed income markets, supervision, anti-money laundering, suitability, municipal issue challenges, senior investor issues, regulatory updates, and alternative investments. Ms. Murphy attended the FINRA Institute at Wharton Executive Education program in 2014, where she obtained her Certified Regulatory and Compliance Certification. Linde’s board memberships include Chair Elect of KLRN-PBS Station, former Vice Chair of San Antonio Botanical Garden, Las Casas Foundation, Collaborative Professionals Association of San Antonio, and Chi Omega Alumnae Association, Leadership San Antonio Class 40, and Steering Committee of Leadership San Antonio Class 42.
Meeting 11:50 a.m. to 1:00 p.m.
SAHRMA Member registration - $30
Non-Member registration $40
SAHRMA Student $10
Pan seared pork tenderloin medallions finished with zesty creole
mustard and peppercorn sauce, fresh field greens, sliced tomatoes, shredded cheddar cheese and assorted dressings. Served with rolls, butter, dessert, freshly brewed iced tea
and water station
Don't miss this opportunity to build your network, and to make connections with people who work in HR, support HR, or who have an interest in getting in to HR!
No charge for this Membership Mixer and we provide Complimentary Appetizers. However, we ask that you RSVP by 04/21/2021 so we can get a basic head count.
We look forward to seeing you there!
Thank you to our Sponsor!
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