BDO Talks ERISA

BDO USA
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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. 12/09/2024

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

    Key Takeaways Secure Act Changes for Long-Term Part-Time EmployeesImportance of Participant Communication Impact on Form 5500 and Audit Requirements Increased Mandatory Distribution ThresholdResources BDO ERISA Center of Excellence

    23 min

  2. 28/11/2023

    Navigating Financial Wellness

    Key Takeaways: Introduction [.44] What is Financial Wellness [4.33] What does a Financial Wellness program include for participants [6:02] How can companies promote these programs [9:06] What do investment plan advisors really look like [11:42] How to educate on utilizing all your plan offerings [14:26] How can plan sponsors promote finance wellness programs [15:40] Conclusion [18:50] Resources: BDO.com BDO.com/ERISA Beth Lee Garner on LinkedIn

    20 min

  3. 29/06/2023

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

    Key Takeaways: Introducing TY Parrish [1:47] Introduction of the 401(k) Best Practices A Guidebook for Plan Sponsors book [6:09] Common questions from plan sponsors [7:14] Defining a good advisor [7:58] Plans that do not have advisor and committee [9:08] Finding an advisor [12:57] How reduce risk and retirement readiness make a good advisor [13:50] Biggest takeaway from the book [18:57] Conclusion [20:50] Resources: BDO.com BDO.com/ERISA Beth Lee Garner on LinkedIn TY Parrish on LinkedIn

    22 min

  4. 31/05/2023

    Q&A regarding SECURE 2.0

    Introduction [0.44] Unenrolled participant disclosure - does this include 403(b) plans & if 403(b) plans are no longer required to communicate annual university availability notice? [1:05] Are there any there any small employer or other exceptions for the auto enrollment requirement? [3:09] The catchup contribution increase in 2025 for individuals between the age of 60 and 63, and whether this is mandatory or optional. [4:07] What is the three-year limit repayment of qualified birth or adoption related to that distribution? [5:20] Which provision will have an impact on plan auditors and what recommendation do you have for auditors? [7:40] Will auto enrollment and auto escalation apply to long-term part-time employees? [9:36] Conclusion [11:30]

    13 min

  5. 26/04/2023

    Implications for the 2023 Form 5500 Podcast

    Key Takeaways Welcome  [2:00] Introduction to 2023 Form 5500 Changes [3:57] Changing methodology for counting participants in defined contribution plan [6:43] What current plan sponsors need to consider for this filing change? [9:42] Timing of employer contribution [12:40] Automatic Employment for new plan [14:23] 80 – 120 Participant Rule and Short Plan Year Rules [18:20] Internal Revenue Code Compliance Questions [23:18] Conclusion

    25 min

  6. 27/03/2023

    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 plan sponsored by S Corporation starting in 2028.Certain securities treated as publicly traded in case of employee stock ownership plans.Worker Ownership, Readiness, and Knowledge (WORK Act).Key Takeaways: Welcome [2:51] Updates in the ESOP world [6:17] Three provisions in SECURE 2.0 that relate to ESOPs [7:00] Section 114 [11:24] Section 123 [14:25] Worker Ownership, Readiness, and Knowledge [20:22] Conclusion Resources: BDO.com BDO.com/ERISA Blake Head on LinkedIn ESOP Advisory: BDO Capital Advisors, LLC Disclaimer: Investment banking products and services within the United States are offered exclusively through BDO Capital Advisors, LLC, a separate legal entity and affiliated company of BDO USA, LLP, a Delaware limited liability partnership and national professional services firm. For more information, visit www.bdocap.com. Certain services may not be available to attest clients under the rules and regulations of public accounting. BDO Capital Advisors, LLC Member FINRA/SIPC.

    24 min

  7. 22/02/2023

    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. Key Takeaways: SECURE Act 2.0 Introductions and Provisions Introducing Norma Sharara [1:28] Potential challenges with Automatic Enrollment [4:33] Long-Term Part-Time Employees – Historical Context [11:41] Long-Term Part-Time Employees – Expansion to 403(b) plans – inclusions and exceptions [13:40] SECURE 2.0 – distinction of transition period: 3 year vs 2 year [14:40] Tracking on a year-to-year basis for long-term part-time employees for >500 hours [15:31] Potential Pitfalls [18:12] Non-Discrimination Testing Relief and Implications [18:36] Conclusion [19:41] Resources: SECURE 2.0 Act of 2022 Introduces Key Changes for Workplace Retirement Plans ERISA: Exploring and Understanding SECURE 2.0 webcast BDO.com BDO.com/ERISA Beth Lee Garner on LinkedIn Norma Sharara on LinkedIn

    22 min

  8. 07/02/2023

    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. Key Takeaways: Welcome [3:33] Introducing Antony Hacking, C-Global Consulting [6:44] Building Trust [14:43] Psychological Safety [22:58] Approaching Difficult Conversations [29:03] Conclusion Resources: BDO.com BDO.com/ERISA Beth Lee Garner on LinkedIn Antony G. Hacking, M.A., Ph.D. on LinkedIn

    30 min
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Sobre

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

Informações

  • Criado por
    BDO USA
  • Anos de atividade
    2021 - 2024
  • Episódios
    34
  • Classificação
    Livre
  • Copyright
    © 2021
  • Site do podcast
    BDO Talks ERISA