Latest Qualifiedplanbenefits Podcast Episodes
IRS Clarifies Emergency Distributions Tax Exceptions
Williams Mullen's Benefits Companion - July 11, 2024 13:53 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the new IRS guidance regarding certain exceptions to the 10% early distribution tax under IRC 72(t). He will share background on emergency personal expense and domestic abuse victim distribution exceptions, an...
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...
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.
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...
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 ...
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...
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...
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...
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 ...
Virginia Launches New Retirement Savings Program
Williams Mullen's Benefits Companion - June 12, 2023 14:41 - 24 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Mary Morris, CEO of Virginia529, who will discuss RetirePath, a new retirement savings program for Virginia workers without access to an employer-sponsored retirement savings plan. Listeners will learn more ...
Exploring the Value of Qualified Default Investment Alternatives
Williams Mullen's Benefits Companion - May 17, 2023 17:51 - 17 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant at SageView Advisory Group, who discusses the benefits of Qualified Default Investment Alternatives (QDIAs) which can be a valuable option for retirement plan partici...
SECURE 2.0 Act – More Relief for Plan Administrators
Williams Mullen's Benefits Companion - May 04, 2023 13:25 - 10 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt shares more good news for benefit plan administrators, this time under the banner of the SECURE 2.0 Act. Highlights include a discussion of the relief granted for the self-correction process and the recovery of inadverte...
What a Relief! 403(b) Plan Developments
Williams Mullen's Benefits Companion - April 17, 2023 20:14 - 9 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by his colleague, Marc Purintun who will cover the various changes impacting 403(b) plans. From the new determination letter process to reporting improvements, we’ve got the latest on some welcome news for bene...
Boosting Employee Engagement in 401(k) Participation and Retirement Savings
Williams Mullen's Benefits Companion - March 08, 2023 18:26 - 13 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, principal and retirement plan consultant with Spherient Advisors, who shares her best tips for boosting employee engagement in 401(k) participation and retirement savings. Hear how plan design, ta...
SECURE 2.0 Act – Highlights and To Do’s for 2023
Williams Mullen's Benefits Companion - February 17, 2023 16:31 - 10 minutes ★★★★★ - 1 ratingAt the end of 2022, President Biden signed the highly anticipated SECURE 2.0 Act into law. On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt reviews highlights of the new law, including what employers need to focus on for this fiscal year to stay in compliance.
Plan Administrators’ 2022 Year-End Checklist
Williams Mullen's Benefits Companion - December 02, 2022 16:13 - 8 minutes ★★★★★ - 1 ratingIt’s that time of year again where Williams Mullen's Benefits Companion and host Brydon DeWitt outline some of the important steps that plan administrators need to take before the end of 2022. He will highlight important items that may be easily overlooked and resources available to help.
Multiemployer Plans
Williams Mullen's Benefits Companion - October 19, 2022 16:11 - 18 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Zan Gormley, a partner in Williams Mullen’s Litigation Section, for a discussion about multiemployer plans. They address what they are, how they work, why they are important, as well as some of the critical ...
Court Decisions Impacting Plan Sponsors and Fiduciaries
Williams Mullen's Benefits Companion - October 05, 2022 14:14 - 9 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by the chair of Williams Mullen’s Employee Benefits & Executive Compensation Practice, Marc Purintun, who discusses a recent Supreme Court decision that impacts plan fiduciaries responsible for plan investment ...
Helping Employers Address the Gender Gap in Retirement Savings
Williams Mullen's Benefits Companion - August 09, 2022 16:30 - 7 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 explores the gender gap in retirement savings, potential causes and employer considerations.
Millennials, Boomers and Retirement Planning
Williams Mullen's Benefits Companion - July 05, 2022 16:19 - 7 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 explores generational differences in retirement savings goals and strategies.
New Lifetime Income Illustrations Required Soon
Williams Mullen's Benefits Companion - June 10, 2022 17:47 - 3 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the newly required lifetime income illustrations that must be provided to 401(k) plan participants.
Health Plan Transparency Requirements
Williams Mullen's Benefits Companion - June 01, 2022 21:53 - 8 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by his colleague, Allison Carlon, who helps us better understand what employers need to know about the Consolidations Appropriations Act and new health plan transparency requirements and related deadlines.
Employment Edition: Flexible and Remote Working Arrangements
Williams Mullen's Benefits Companion - May 09, 2022 19:42 - 20 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Matt Anderson, an attorney in Williams Mullen’s Labor, Employment and Immigration Section, who discusses some very important employment policy considerations for listeners who are addressing flexible and remo...
Cryptocurrency 401K Plans
Williams Mullen's Benefits Companion - April 13, 2022 17:29 - 13 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined once again by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on the recent strongly worded DOL compliance release on cryptocurrency in 401(k) plans and what issues plan sponsors should ...
What Constitutes Plan Assets Under ERISA?
Williams Mullen's Benefits Companion - March 30, 2022 19:26 - 17 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Zan Gormley, a partner in Williams Mullen’s Litigation Section, who discusses the law and guidance on what constitutes “assets of the plan” under ERISA, and why that is significant for those who administer or...
“The Great Resignation” - Structuring Benefits to Attract and Retain Talent
Williams Mullen's Benefits Companion - March 15, 2022 19:47 - 13 minutes ★★★★★ - 1 ratingOn this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined once again by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on how employers are using retirement benefits to help attract and retain employees in a tight labor market.
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