Event Details
May Monthly Meeting - Organizing Your Retirement Plan
| Date: | May 24, 2022, 11:30am – 1:00pm |
| Location: | Holiday Day Inn Valley View 3315 Ordway Drive Roanoke, VA 24017 |
| Price: | $20.00 Member | $25.00 Non-Member | $10 Student Chapter Members | $10.00 Hybrid |
| Event Type: | Meeting |
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Fiduciary Best Practices for Plan Sponsors
May 24, 2022
11:30am - 1:00pm
In Person or Hybrid Meeting
Enroll online or in person at:
Holiday Inn Valley View
3315 Ordway Drive
Roanoke, VA 24017
Registration 11:30 a.m. | Lunch: 12:00pm
Program Immediately Following Lunch
Pending approval for 1 General CEU HRCI/SHRM
Hybrid Link will be sent the morning of the meeting to registrants
PROGRAM:
In this session, CAPTRUST Vice President and Financial Advisor Heather Darcy will cover the basics of being a fiduciary for a company’s retirement plan, as well as some best practices to consider when serving in that role. Specifically, Darcy will discuss the importance of fiduciary education, Investment Policy Statements, understanding liabilities, as well as document retention and required distribution responsibilities.
ABOUT OUR SPEAKER:
Heather Darcy, CPFA
Vice President | Financial Advisor at CAPTRUST
Heather joined CAPTRUST in 2015 as a vice president and financial advisor. She is responsible for providing investment and fiduciary advisory services to retirement plan sponsors of defined benefit, defined contribution, and nonqualified retirement plans, as well as endowments and foundations. Heather is a Certified Plan Fiduciary Advisor (CPFA) and has been named to the National Association of Plan Advisors’ list of Top Women Advisors for six consecutive years (2016-2021). She has worked in the industry since 2004 and helps clients manage their plans more effectively with independent advice on investments, plan design, participant engagement, vendor management, and fiduciary process.
CAPTRUST specializes in providing investment advisory services to retirement plan fiduciaries, endowments and foundations, and comprehensive wealth planning services to executives and high-net-worth individuals.
Certification:
Pending approval for SHRM Credit (1.00 "General HR" Credit Hour)
