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June 20 2018 Monthly Education Program
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Join Henry Smith, Partner at Smith & Downey, and David Saunders, Principal & Consultant at Asset Strategy Consultants, for an update on “Benefits Hot Topics". Hear about the recent Tax and Budget Acts, the status of the Department of Labor Fiduciary regulations, the latest on the explosion of plaintiffs’ lawsuits against retirement plan sponsors, the critical need for employers to review their retirement plan vendors, best practices for employers, vendor rfp’s, MD Sick Leave, and more.

6/20/2018
When: 6/20/18
5:30-8:00 pm
Where: PSA Financial Learning Center
11311 McCormick Road
Suite 500
Hunt Valley, Maryland  21031
United States

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Monthly Education Program

 

"Benefits - Hot Topics"

 

June 20, 2018  -  5:30 - 8:00 p.m.

 

PSA Financial Learning Center - 11311 McCormick Road, Suite 500, Hunt Valley, Maryland 21031

 

presented by

Henry Smith, Partner at Smith & Downey

David Saunders, Principal & Consultant at Asset Strategy Consultants

 

 

    

 

This program has been pre-approved for 2 hours of General credit by HRCI. The use of this seal is not an endorsement by HRCI of the quality of the program. It means that this program has met the HRCI’s criteria to be pre-approved for recertification credit.

This program has been pre-approved for 2 SHRM PDC's. The Chesapeake Human Resources Association is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP.

 

   

SCHEDULE

 

5:30 p.m. – 6:00 p.m. Registration /  Networking/ Light Refreshments

 

6:00 – 8:00 p.m. Education Program Presentation

 

 

ABOUT THE PROGRAM & PRESENTERS

Join Henry Smith, Partner at Smith & Downey, and David Saunders, Principal & Consultant at Asset Strategy Consultants, for an update on “Benefits Hot Topics". Hear about the recent Tax and Budget Acts, the status of the Department of Labor Fiduciary regulations, the latest on the explosion of plaintiffs’ lawsuits against retirement plan sponsors, the critical need for employers to review their retirement plan vendors, best practices for employers, vendor RFP’s, Msryland Sick Leave, and the SEC throwing their hat into the “Fiduciary Rule” scenario after the recent 5th Circuit ruling. An informative session with these and other developments affecting your retirement plans now and in the near future.

 

Henry Smith is a partner at Smith & Downey, a law firm with a national practice concentrating in employee benefits, employee compensation, and labor and employment law. Smith & Downey has offices in Baltimore, New York, Washington, DC, Charleston, Sarasota/Bradenton, and Palm Beach Gardens. Henry advises for-profit, tax-exempt, governmental, and church-related employers of all sizes, in all industries, in all areas of the country concerning the full range of employee benefit and executive compensation issues. Henry also regularly works with other benefits professionals and other attorneys who require legal expertise for their clients in Henry’s practice area.


He is active in various American Bar Association committees dealing with employee benefits and executive compensation, and is a frequent lecturer and panelist at educational programs dealing with those areas. Henry is past Chair of the Maryland State Bar Association’s Employee Benefits Committee and past Chair of the Maryland State Bar Association’s Tax Section.

Henry is a principal author of Panel Publishers’ Nonqualified Deferred Compensation Answer Book and Nonqualified Deferred Compensation Forms and Checklists. From 1997-2000, Henry was the author of COBRA Procedures Manual, HIPAA Quarterly, and COBRA Quarterly. From 1997 – 2007, he was an Adjunct Professor of Law in the University of Baltimore Law School’s Graduate Tax program.

When not practicing law or spending time with his wife and five adult children and five grandchildren, Henry chairs the Surrattsville High School Foundation and plays guitar in The Back Pages Band.

David Saunders is a Principal & Consultant in the Harrisburg office of Asset Strategy Consultants. He is located in the Hunt Valley headquarters of ASC. David has more than 21 years’ experience in the investment management industry. He consults and services an array of clients of endowment/foundation, define contribution and insurance companies. In addition, David works with the analytical team conducting manager research due diligence.

 

Immediately before joining ASC, David was a Senior Investment Consultant with PSA Financial Services in Hunt Valley, spearheading their Investment Consulting services.

 

Prior to that (from 2007 – 2014), he was Co-Portfolio Manager/Senior Equity Analyst for Credo Capital Management in Baltimore. David was with Stifel Nicolaus/Legg Mason in Baltimore (2001 – 2007) as an Equity Analyst and from 1997 – 2001, he was with Bank of America Investment Management as a Portfolio Manager.

 

David’s achievements include:
Affiliate Instructor (Portfolio Management) – Loyola/Sellinger School of Business and Management
Chartered Financial Analyst (CFA) program – Level II, passed
Callan College for Investment Managers (2016)
Baltimore CFA Society

COST

CHRA Member                                     $35.00 (Not a member but want the member rate? Sign up today!)

Non-Member                                        $55.00

CHRA Student Members                      $17.50

 

CANCELLATION POLICY

The deadline to cancel in order to receive a refund is Friday, June 15. If you do not cancel in advance and do not attend the event, you will still be invoiced for the event.

CONSENT CLAUSE

Registration and attendance at, or participation in, CHRA meetings and other activities constitutes an agreement by the registrant to the use and distribution (both now and in the future) of the registrant or attendee’s image or voice in photographs, videotapes, electronic reproductions, and audiotapes of such events and activities by CHRA and other third parties, including but not limited the association, the venue, the host city, etc.

 

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