BDO Talks ERISA

Sep 12 2024 34 ep. 23 mins 7
BDO Talks ERISA Podcast artwork

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

  Business  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


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

Sep 12 2024 22 mins  
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 requiremen

Navigating Financial Wellness

Nov 28 2023 20 mins  
In this episode, our BDO co-hosts are joined by Jim Sinnott, CFP, to discuss what the financial wellness program includes for participants.

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

Jun 29 2023 22 mins  
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.

Q&A regarding SECURE 2.0

May 31 2023 13 mins  
In this episode, we discuss the top questions regarding SECURE 2.0.

Implications for the 2023 Form 5500 Podcast

Apr 26 2023 24 mins  
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

SECURE 2.0 & ESOPs

Mar 27 2023 23 mins  
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 treate

Exploring SECURE 2.0

Feb 22 2023 22 mins  
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.

New Year, New Mindset

Feb 07 2023 30 mins  
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.

DOL’s Cybersecurity Guidance for Retirement Plans (Part 2)

Nov 29 2022 24 mins  
Continuing our two-part series, our co-hosts are joined by Steve Combs, Managing Director, Cloud Security & Infrastructure (CS&I), BDO Digital to continue their discussion of DOL’s cybersecurity guidance and how it helps combats the growing threat of cybercrime to ERISA-covered retirement plans. Get answers to the key questions plan sponsors might have regarding the scope of the

DOL’s Cybersecurity Guidance for Retirement Plans (Part 1)

Nov 27 2022 25 mins  
On April 14, 2022, the Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans. Today we are siting down with Greg Schu, Partner, Cybersecurity – National PCI Compliance Lead, BDO Digital, to discuss the implications of guidelines and what steps plan sponsors can take to help safeguard plan assets a