Matthew_Hale

Matthew W. Hale CPA

Manager, Hantzmon Wiebel LLP

Matt Hale has over 17 years of public accounting experience, specializing in employee benefit plans. He is a graduate of Virginia Tech and holds a masters of science in accounting from James Madison University. He is currently a Partner at Hantzmon Wiebel in Charlottesville, VA. Matthew loves providing clients peace of mind by ensuring their retirement plans are in compliance with the applicable regulations and standards.

Appearances

  • Thumbnail for Emerging Professionals Workshop
    Identification
    EBP22001
    Date
    May 9, 2022
    NOTE: Because this program is designed to meet the needs of CPAs with 5 years or less years of experience with employee benefit plans we request that you submit a brief professional history/CV to lindsay.wood@aicpa-cima.com so that we may verify that you qualify for this program…

    Speakers

    Speaker Image for Kathleen Jackson
    Audit Partner, A.C. Evans LLC
    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    Speaker Image for Matthew Hale
    Manager, Hantzmon Wiebel LLP
  • Thumbnail for Digging Into the Definition of Compensation + 414(s)
    Identification
    EBP2345
    Date
    May 9, 2023
    It's not uncommon for employee benefit plan auditors to find errors in the application of a plan’s definition of compensation. However, truly understanding a plan’s definition of compensation is not always straight forward…

    Speakers

    Speaker Image for April Mitchell
    Senior Consultant, USI Consulting Group
    Speaker Image for Matthew Hale
    Manager, Hantzmon Wiebel LLP
    $49
    Standard Price
  • Thumbnail for A Fiduciary Journey: Case Studies in Best Practices
    Identification
    EBP2326
    Date
    May 9, 2023
    Come hear how a plan auditor who is part of his Retirement Committee completed an RFP for an investment advisor and recordkeeping platform while another former plan auditor part of his plan’s Retirement Committee went through a full plan benchmarking study…

    Speakers

    Speaker Image for Matthew Hale
    Manager, Hantzmon Wiebel LLP
    Speaker Image for John Utz
    Managing Member, Utz & Lattan, LLC

    Moderator

    Speaker Image for Lisa Germano
    President and General Counsel, Actuarial Benefits & Design Company
    $49
    Standard Price

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