Latest Planb Podcast Episodes
Understanding Lifetime Income Products
Williams Mullen's Benefits Companion - May 15, 2024 14:53 - 14 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant with SageView Advisory Group, who discusses lifetime income products which are designed to help retirees arrange for a more predictable income stream throughout the ...
Trends in Recordkeeper Consolidation and Due Diligence
Williams Mullen's Benefits Companion - April 10, 2024 17:55 - 15 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who shares the impact recordkeeper consolidation is having on our industry. They discuss what’s at stake for retirement plan participants and ste...
What the J&J Case Means for Plan Administrators
Williams Mullen's Benefits Companion - March 13, 2024 16:34 - 7 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses a recent ERISA class action case, Lewandowski v. Johnson & Johnson et al., that is a wake-up call for plan fiduciaries managing health and welfare benefit plans. He will discuss the case allegations and possibl...
SECURE 2.0: Leveraging Opportunities Employees Want Most
Williams Mullen's Benefits Companion - January 31, 2024 17:09 - 9 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, principal financial advisor at CAPTRUST, who shares her insight on leveraging some of the more popular and beneficial offerings from SECURE 2.0 Act including student loan repayments, emergency sa...
Understanding Fees in Retirement Planning
Williams Mullen's Benefits Companion - January 17, 2024 17:32 - 12 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a principal and retirement plan consultant with Spherient Advisors, who explains what plan fiduciaries need to understand about retirement plan fees, challenges she sees with fee disclosures and be...
109: Season Finale - Taking a Pause
When Passion Meets Profit - December 28, 2023 11:00 - 1 minuteIn the Season Finale of When Passion Meets Profit, host Patricia Drain bids a temporary farewell to her listeners with a message of reflection and anticipation. As she pauses to contemplate the future, she encourages her audience to do the same, emphasizing the importance of taking a moment of s...
108: You Can Heal Yourself with Dr. Kristin Wild
When Passion Meets Profit - December 21, 2023 11:00 - 24 minutesIn this moving episode of "When Passion Meets Profit," host Patricia Noell Drain and guest Dr. Kristin Wild delve into the powerful journey of self-healing. Dr. Kristin shares her incredible transformation from a decade-long struggle with chronic illness to becoming a beacon of hope for others f...
107: A Sneak Peek Into 10 Proven Steps to Raise Self-Confidence at Any Age
When Passion Meets Profit - December 14, 2023 11:00 - 9 minutesIn this episode of When Passion Meets Profit, Patricia shares an exciting sneak peek of their new video: 10 Proven Steps to Raise Self-Confidence at Any Age. Patricia draws from her experience as a business mentor to provide valuable insights and tips for boosting self-confidence. She emphasizes...
ESG Investing by Retirement Plans
Williams Mullen's Benefits Companion - December 13, 2023 20:41 - 12 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on ESG investing by Retirement Plans and what benefits administrators need to know to stay compliant given recent court rulings.
106: 3 Husbands and 1000 Boyfriends with Patricia Brooks
When Passion Meets Profit - December 07, 2023 11:00 - 29 minutesToday, Patricia Noel Drain is joined by guest Patricia Brooks for a fun discussion titled "3 Husbands and 1000 Boyfriends." With her background in teaching writing memoirs and her captivating title "Finally Finding Your Passion and Making a Profit with That," Patricia Brooks reveals her unique j...
New Federal Rule Aims to Hold Investment Advisors to a Higher Standard
Williams Mullen's Benefits Companion - December 06, 2023 18:19 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a Principal and Retirement Plan Consultant with Spherient Advisors, who discusses the proposed Department of Labor rule designed to help ensure investment advice is in the best interests of retirem...
105: The End of Confidence Month with Trish Blackwell from The Confidence Podcast
When Passion Meets Profit - November 30, 2023 11:00 - 20 minutesIn this thought-provoking episode of "When Passion Meets Profit," host Patricia Noel Drain is joined by the brilliant Trish Blackwell to discuss the vital importance of confidence. Trish, the host of "The Confidence Podcast," shares her own journey of transforming deep-seated insecurities into u...
104: The Epitome of Confidence
When Passion Meets Profit - November 16, 2023 11:00 - 5 minutesJoin Patricia Noel Drain in this insightful and empowering episode, as she celebrates her birthday by gifting listeners with a new outlook on confidence and aging gracefully. With a touching testimonial and an inspiring reflection on the significance of birthdays, this episode will leave you con...
103: How I Made These People Cry
When Passion Meets Profit - November 09, 2023 11:00 - 9 minutesIn this thought-provoking episode of "When Passion Meets Profit," host Patricia Noel Drain delves into the topic of self-confidence and reveals her surprising experience of making people cry during a speaking engagement. Patricia shares the story behind her children's book, which promotes self-l...
Auto-Portability: A New Way to Keep Retirement Savings Growing
Williams Mullen's Benefits Companion - November 07, 2023 21:40 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on the new retirement plan auto-portability system. Auto-portability addresses the growing problem of 401(k) and other retirement plan ...
102: How Confident Are You? with Kelly Buckley
When Passion Meets Profit - November 02, 2023 10:00 - 23 minutesIn this episode of "When Passion Meets Profit," host Patricia Noel Drain is joined by guest Kelly Buckley to discuss the topic of confidence. Patricia shares her personal experiences of working with clients and how she realized the importance of confidence in helping them achieve their full pote...
101: I Love Myself the Way I Am, Part 2
When Passion Meets Profit - October 26, 2023 10:00 - 9 minutesIn this episode of "When Passion Meets Profit," host Patricia Noel Drain reflects on the overwhelming response she received when discussing the topic of self-love. She shares her discovery that her audience resonated deeply with the idea of loving oneself just the way they are. To emphasize this...
100: The Day Oprah Called On Me
When Passion Meets Profit - October 19, 2023 10:00 - 7 minutesIn this episode of When Passion Meets Profit, host Patricia Noel Drain shares her exhilarating experience of attending the Oprah Winfrey Show and having the opportunity to ask a question to guest Cheryl Richardson. Patricia reflects on how her own passion for helping others find their purpose an...
IRS 2024 Health Plan Affordability Threshold May Put Some at Risk
Williams Mullen's Benefits Companion - October 17, 2023 17:59 - 6 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt shares insight on what employers need to consider now that the Affordable Care Act benchmark for determining the affordability of employer-sponsored health coverage will drop significantly in 2024. How can employers stay...
99: The 6 Stages of Life... What Stage Are You In?
When Passion Meets Profit - October 12, 2023 10:00 - 8 minutesIn this episode of "When Passion Meets Profit," host Patricia Noel Drain dives into the six stages of life according to her own experiences. From the educational years of 0 to 19, to the reflective and wise years of 70 to 79, Patricia takes listeners on a journey through the different stages and...
98: Having A Purpose Is Key To Living A Long Fulfilling LIfe
When Passion Meets Profit - October 05, 2023 12:00 - 7 minutes - VideoAre you ready to live a long and fulfilling life? Join host Patricia Noel Drain on the latest episode of "When Passion Meets Profit" as she explores the key to a life filled with purpose. In this episode, Patricia dives into the concept of "blue zones" and uncovers the common traits of centenari...
SECURE 2.0 Act Relief for Plan Corrections
Williams Mullen's Benefits Companion - October 03, 2023 14:47 - 8 minutes ★★★★★ - 1 ratingWilliams Mullen’s Benefits Companion provides employers with critical information regarding their benefits plans. From ESOPs to pension plans, from health plans to stock-based compensation, severance agreements and more, our attorneys and guests provide listeners with tips, tricks and key takeawa...
97: Hey Boomers Series #3... How Good Is Your Memory
When Passion Meets Profit - September 28, 2023 10:00 - 8 minutesIn this episode of "When Passion Meets Profit," host Patricia Drain dives into the topic of memory and reminisces about some of the things that younger generations may not be familiar with. From cassette tapes and rotary phones to cursive writing, Patricia takes a lighthearted approach to highli...
96: Hey Boomer Series #2 - Two Most Important Days In Life
When Passion Meets Profit - September 21, 2023 10:00 - 8 minutesIn this episode of "When Passion Meets Profit," host Patricia Noel Drain delves into the significance of finding purpose in life as a key to fulfillment and success. Inspired by Mark Twain's profound quote, "The two most important days in your life are the day you were born, and the day you foun...
95: Hey Boomer
When Passion Meets Profit - September 14, 2023 10:00 - 9 minutesIn this episode titled "Hey Boomer" of the podcast "When Passion Meets Profit," host Patricia Noel Drain focuses on Boomers and their desire to make a great income doing what they love. She starts off by introducing a contest where listeners can share their unique stories for a chance to be inte...
94: He's Just Not That Into You
When Passion Meets Profit - August 31, 2023 10:00 - 12 minutesIn this engaging segment, Patricia delves into the concept of "He's Just Not That into You," famously popularized by Greg Behrendt's book. Expanding beyond personal relationships, the discussion highlights how this principle resonates in the realm of business interactions. Patricia shares ...
93: Kick the Yabut Habit
When Passion Meets Profit - August 24, 2023 10:00 - 6 minutesIn this episode of "When Passion Meets Profit" hosted by the always energetic Patricia, she reflects on the summer series coming to an end and the amazing response from the audience. Listeners have appreciated the quick and concise format, learning something new from each episode. Patricia wants...
Partial Plan Terminations
Williams Mullen's Benefits Companion - August 16, 2023 16:18 - 15 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by his colleague, Marc Purintun, who discusses Partial Plan Terminations. While you may be aware that plan sponsors can terminate a plan, you may not be aware that normal employer actions or an economic downtur...
92: 3 Reasons I Stopped Liking Masterminds
When Passion Meets Profit - August 10, 2023 10:00 - 7 minutesIn this episode of "When Passion Meets Profit," host Patricia Noel Drain shares her personal journey and three reasons why she stopped liking masterminds. Patricia discusses her desire for smaller, more focused communities of like-minded individuals where collaboration and joint venturing can fl...
Using Equity Incentives to Attract and Retain Key Team Members
Williams Mullen's Benefits Companion - August 03, 2023 17:45 - 9 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by his colleague, Nona Massengill, a partner who focuses her practice on executive compensation matters. Nona will share insight on how employers are using equity incentives as another way to stand out in this ...
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