November 12, 2020

2020 Plan Sponsor Attitudes Survey

Monthly event and Annual Business Meeting: The annual meeting of the members is for the election of directors and transaction of such other business as may come before the meeting. View the list of Candidate Bios.

(PLEASE NOTE THIS MEETING IS ON A DIFFERENT DAY OF THE WEEK AND LOCATION THAN PREVIOUS MEETINGS)
Location: The Founders Inn, 5641 Indian River Road, Virginia Beach, VA 23464
(Plated lunch; social distancing requirements will be observed.)
Registration and Lunch: 11:15 a.m. – Noon
Presentation: Noon – 1 p.m. (*NOTE: Due to HRCI guidelines lunch will not be available after Noon.)

(HRCI and SHRM credits approved)

Over 1,500 plan sponsors were surveyed on many different areas with respect to a fiduciary’s duty to oversee their employer retirement savings plan.  Learn and understand best practices. 

Learning objectives:

  1. Value of the Plan Advisor / Consultant
  2. Plan Design and Investment Menu Gaps
  3. Smarter Total Benefits Spending

Register Online


About the Speaker

Matt Hedley

Matt Hedley, CFP ® is Director, Retirement Plan Advisory Services with Lowe, Brockenbrough & Company. Mr. Hedley leads business development efforts for the firm’s Retirement Plan Advisory Services, helps direct the firm’s retirement plan offerings and solutions, and is a member of the Retirement Plan Advisory Investment Committee. Prior to joining Lowe, Brockenbrough, Mr. Hedley was the Vice President of Strategic Relationship Management for John Hancock. He holds the Certified Financial Planner™ Designation and has over 13 years of investment management experience.

Sponsored by: