Rebecca Hedtler helps oversee the servicing of our clients’ retirement plan needs, serving as a technical resource and consulting on client projects in matters of plan design and compliance.
Rebecca has worked in the defined contribution field for over 25 years, with a special focus on ERISA 403(b) plans. She was previously a technical director and an account manager, with extensive experience in retirement education, employee communication and retirement plan compliance. She has presented at many client and industry association seminars on matters of defined contribution plan regulatory changes. Rebecca received a bachelor's degree from Boston College.
- Securities and investment licenses: Series 6, 63, and 65 registrations
- Insurance licenses in multiple states
- Certified Employee Benefit Specialist (CEBS) designation with Fellowship status
- Former Officer of the Town of Wrentham Solid Waste Recycling Committee