Meeting/Event Information

Who’s My 401(k) Compliance & Operations Person? Wait…That’s Me!
Presented by Chris Boyd, CRPS®, AAMS® Chartered Retirement Plans Specialist SM The Fowler Group of Raymond James and Julie Freeman, Chief Human Resources Officer, Martin Ventures

Please join Chris and Julie as they share with participants:

• Most Common compliance watch-outs
• Tips for increasing operational efficiency of your plan
• Watch outs for first time and ongoing audits
• Best practices for vendor transitions
• Plan structure evolution and issues for consideration
• Attributes of a successful plan

Schedule: Doors open at 11:00 am for registration and networking. Buffet lunch begins at 11:20 am, and the presentation starts promptly at 12:00 noon.

Lunch:

• Members: $28 by end of business Monday, June 6, $38 afterwards.*
• Future Members: $42 by end of business Monday, June 6, $56 afterwards.* (See below)**
• MT|SHRM Students: $14 by end of business Monday, June 6, $19 afterwards.*

*On-line registration will close by end of business 2 days prior to the event. Our ability to accommodate walk-in registrations will be based on space availability.

Please thank our sponsor for making this event possible:

Biographies:
Chris Boyd consults with companies and non-profits on the design and implementation of effective retirement plans for their employees.  Specifically, Chris facilitates the creation and monitoring of measurable participant education campaigns, investment policy statement implementation, periodic plan benchmarking and 3^rd party fiduciary investment analysis. 

Chris received a Bachelor’s Degree in Business & Economics from the University of Tennessee and a Master’s Degree in Business Administration from Emory University.  Prior to joining Raymond James, as a retirement plans specialist, Chris spent 10 years with one of the country’s largest 401K providers as a Sales and Relationship Manager in the large plan employee benefits and defined contribution market.

Chris and his wife, Samantha, live in the Oak Hill area of Nashville with their daughter Lillie.  Chris is an active member of MT SHRM, The Rotary Club of Nashville and the Southeast Business Forum.  Chris serves as Board Vice President for the Nashville-based non-profit organization, Book’em and is a volunteer tutor for the Nashville Adult Literacy Council.  They are supporters and volunteers with The Nashville Opera, Habitat for Humanity and Second Harvest Food Bank.  In his spare time, Chris enjoys golf with his wife, travel, and sampling Nashville’s new restaurants.

Julie Freeman, Chief Human Resources Officer assumed her CHRO role in January
2015. She has been Director of Human Resources since July 2009. As CHRO,
Freeman manages recruiting, hiring and onboarding of new employees for the
portfolio. She is responsible for creating, coordinating and administrating benefit
packages, benefit coordination, administration, all all provider negotiations for the
portfolio. She provides compliance oversight as well as supervises payroll, time
management and is responsible for human resource area due diligence when
evaluating potential investment opportunities.

Prior to joining Martin Ventures in 2009, Mrs. Freeman was Director of Culture a e+
CancerCare where she was tasked with definition and implementation of the company
culture throughout the organization. Previously, she served as their Director of Human
Resources and Recruiting. Before her time at e+ CancerCare, Ms. Freeman was a
Manager at Executive Travel and Parking for eleven years where she called on business accounts and coordinated travel for corporate, healthcare and entertainment clients.

** Up to $45 of any Guest registration may be applied towards a new 1 year MT|SHRM Membership within 60 days of the event attended.  Please call Shannan at (615) 499-5150 to take advantage.