BDO Talks ERISA

BDO USA
  • 5.0 (6)
  • MANAGEMENT
BDO Talks ERISA

Welcome to BDO Talks ERISA – a monthly podcast about best practices around all things ERISA and other HR-related topics: - How to avoid common compliance issues - How to navigate the ins-and-outs of ERISA’s fiduciary provisions - Our own experiences working for BDO’s ERISA Services group - A deeper dive into the insights we share through our BDO ERISA Center of Excellence

  1. SEP 12

    Navigating New Long Term Part Time Employee Provisions Under the Secure Act

    In this episode, BDO professionals Adaramola Redmond, Daniel Kugel, and Nicole Parnell, Managing Director, Global Employer Services Retirement Plan Services Leader at BDO, dive into the significant changes brought by the Secure Act, focusing on the inclusion of Long-Term Part Time (LTPT) employees in retirement plans. They discuss the new eligibility criteria, compliance requirements, and best practices for plan sponsors to navigate these updates effectively. Tune in to understand how these provisions may impact your employee benefit plans and what steps you need to take to stay compliant.

    23 min

  2. 11/28/2023

    Navigating Financial Wellness

    In this episode, our BDO co-hosts are joined by Jim Sinnott, CFP, to discuss what the financial wellness program includes for participants.

    20 min

  3. 06/29/2023

    401(k) Best Practices A Guidebook for Plan Sponsors featuring TY Parrish

    In this episode, our BDO co-hosts are joined by TY Parrish - Partner at Cerity Partners and co-author of 401(k) Best Practices A Guidebook for Plan Sponsors. In this podcast, TY discusses the common questions that plan sponsors have and what defines a good advisor and how to navigate in finding an advisor.

    22 min

  4. 05/31/2023

    Q&A regarding SECURE 2.0

    In this episode, we discuss the top questions regarding SECURE 2.0.

    13 min

  5. 04/26/2023

    Implications for the 2023 Form 5500 Podcast

    In this episode, we are joined by Nicole Parnell to discuss the changes to the 2023 Form 5500. The discussion focuses on the changes to the methodology for counting participants in defined contribution plans for purposes of determining eligibility for small plan reporting options: • What current plan sponsors need to consider for the form and methodology changes • Timing of the mandatory distributions for terminated participants • Timing of employer contributions • Automatic Enrollment required in future for new plans due to SECURE 2.0 • 80 – 120 Participant and Short Plan Year Rules • Internal Revenue Code Compliance Questions

    25 min

  6. 03/27/2023

    SECURE 2.0 & ESOPs

    In this episode, we are joined by Maria Thiel & Blake Head to discuss the world of Employee Stock Ownership Plans (ESOPs) & SECURE 2.0. The discussion focuses on the three provisions in SECURE 2.0 that relate to ESOPs: • Deferral of tax for certain sales of employer stock to employee stock ownership plans sponsored by S Corporations starting in 2028. • Certain securities treated as publicly traded in case of employee stock ownership plans. • Worker Ownership, Readiness, and Knowledge (WORK Act).

    24 min

  7. 02/22/2023

    Exploring SECURE 2.0

    In this episode, we are joined by Norma Sharara, BDO Managing Director, National Tax Office, Compensation & Benefits to discuss potential challenges with automatic enrollment and long-term part-time employees, including historical context and expansion to 403(b) plans.

    22 min

  8. 02/07/2023

    New Year, New Mindset

    In this episode, our BDO co-hosts are joined by Antony Hacking, partner with C-Global Consulting to discuss courageous leadership, the importance of psychological safety and managing difficult conversations. The discussion focuses on actionable tactics and techniques to strengthen your professional relationships.

    30 min
See All (34)

Ratings & Reviews

5
out of 5
6 Ratings

About

Welcome to BDO Talks ERISA – a monthly podcast about best practices around all things ERISA and other HR-related topics: - How to avoid common compliance issues - How to navigate the ins-and-outs of ERISA’s fiduciary provisions - Our own experiences working for BDO’s ERISA Services group - A deeper dive into the insights we share through our BDO ERISA Center of Excellence

Information

  • Creator
    BDO USA
  • Years Active
    2021 - 2024
  • Episodes
    34
  • Rating
    Clean
  • Copyright
    © 2021
  • Show Website
    BDO Talks ERISA

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada