7 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, LLP

    • Business
    • 5.0 • 4 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

    The Keys to Success: Communicating with Your Employee Benefits Auditor

    The Keys to Success: Communicating with Your Employee Benefits Auditor

    Your co-hosts Beth and Joanne sit down in this week’s episode to discuss Employee Benefit Plan audits and steps to ensure a smooth audit process. There are many moving pieces involved during your audit, but it doesn’t have to be such a headache! Listen for tips on what you can do to prepare.

    • 27 min
    Not a Matter of if, but When: Protecting Your Data and Your Responsibilities as a Plan Sponsor

    Not a Matter of if, but When: Protecting Your Data and Your Responsibilities as a Plan Sponsor

    On this episode co-hosts Beth Garner and Joanne Szupka welcome Mike Stiglianese, Managing Director with BDO’s Consulting Technology Advisory Services practice in New York. Mike has served the IT industry for more than30 years and sheds light on risks currently presented today–and steps plan sponsors can take to better prepare their workforce.

    • 27 min
    Feeling the Burn: A Mental Health Expert Weighs in on Employee Burnout

    Feeling the Burn: A Mental Health Expert Weighs in on Employee Burnout

    Co-hosts Beth Garner and Joanne Szupka are joined by Licensed Clinical Social Worker Margaret McDaniel. Margaret lends us her expertise on the relationship between employee burnout and mental health and the various stressors impacting the wellbeing of the workforce. What can your company do to create a culture of acceptance?

    • 23 min
    ESG Investments: More Than Window Dressing

    ESG Investments: More Than Window Dressing

    Michael Lynch joins co-hosts Beth Garner & Joanne Szupka to discuss investing in ESGs. Michael is a Senior Wealth Manager with BDO Wealth Advisors and a member of the BDO Investment Committee. Michael’s primary responsibility is to develop customized, comprehensive, and understandable tax-aware solutions that integrate financial planning and investment management. Michael gives us a look behind the curtain at what you need to know about ESGs and fiduciary requirement.

    • 22 min
    Hit the Easy Button: Prepare for the Long-Term, Part-Time Employees Provision of SECURE Act

    Hit the Easy Button: Prepare for the Long-Term, Part-Time Employees Provision of SECURE Act

    Thinking about waiting until 2024 to worry about calculating hours for your long-term, part-time employees? Think again! On this episode co-hosts Beth Garner and Joanne Szupka speak with Norma Sharara, Managing Director with BDO’s National Tax Office. She has over 25 years of experience in the compensation and benefits arena and understands retirement plans inside and out. Norma shares what you need to know about the latest updates to the SECURE Act and its long-term, part-time employees in this episode

    • 22 min
    Don’t you ‘SAS’ me! Gut Check on the SAS-136

    Don’t you ‘SAS’ me! Gut Check on the SAS-136

    Erin Breit, Audit Partner at BDO with over 16 years of accounting experience and AICPA employee benefits expert panelist, joins co-hosts Beth Garner and Joanne Szupka to share a little bit about the new auditing standard that’s coming up and what plan sponsors need to prepare for.

    • 21 min

Customer Reviews

5.0 out of 5
4 Ratings

4 Ratings

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