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BDO Talks ERISA

BDO USA

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

PublishesMonthlyEpisodes34Founded5 years ago
Categories
ManagementBusinessBusiness NewsNews

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Key Takeaways

• Secure Act Changes for Long-Term Part-Time Employees

• Importance of Participant Communication

• Impact on Form 5500 and Audit Requirements

• Increased Mandatory Distribution Threshold

Resources

BDO ERISA Center of Excellence

YouTube

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]... more

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 commi... more

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 ... more

Key Facts

Accepts Guests
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Podcast Host

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BDO Talks ERISA launched 5 years ago and published 34 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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