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Event Details

    May Monthly Meeting - Organizing Your Retirement Plan

    Date: May 24, 2022, 11:30am – 1:00pm
    Holiday Day Inn Valley View
    3315 Ordway Drive
    Roanoke, VA 24017
    $20.00 Member | $25.00 Non-Member | $10 Student Chapter Members | $10.00 Hybrid
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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


    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.


    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.




    Pending approval for SHRM Credit (1.00 "General HR" Credit Hour)