33 episodes

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

BDO Talks ERISA BDO USA

    • Business
    • 5.0 • 5 Ratings

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

    Navigating Financial Wellness

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

    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
    Q&A regarding SECURE 2.0

    Q&A regarding SECURE 2.0

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

    • 13 min
    Implications for the 2023 Form 5500 Podcast

    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

    • 24 min
    SECURE 2.0 & ESOPs

    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).

    • 23 min
    Exploring SECURE 2.0

    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

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