Williams Mullen's Benefits Companion

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Kyle Wingfield, a partner in Williams Mullen’s Tax Section, who discusses the recently announced IRS tax relief for residents impacted by Hurricane Helene. Brydon also discusses ways employers may provide financial relief to Hurricane victims through their retirement plans.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the recent IRS guidance regarding provisions under the SECURE 2.0 Act which allows employers to make matching contributions on account of employees' qualified student loan payments under section 401(k) plans, section 403(b) plans, SIMPLE IRA plans, and governmental section 457(b) plans.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Laura Windsor, chair of Williams Mullen’s Labor, Employment and Immigration Section, who discusses two hot issues: non-competes and independent contractors. Are non-competes really banned? What are alternative solutions? Is having an independent contractor agreement enough? What are the pote

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses pending court cases regarding the proper use of forfeitures that arise under defined contribution plans. He outlines how these new developments present potential conflicts and liabilities that employers and fiduciary committees need to consider.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the new IRS guidance regarding certain exceptions to the 10% early distribution tax under IRC 72(t). He will share background on emergency personal expense and domestic abuse victim distribution exceptions, any limitations, and steps plan administrators should take to ensure they are complying wi

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant with SageView Advisory Group, who discusses lifetime income products which are designed to help retirees arrange for a more predictable income stream throughout the entirety of their retirement. They discuss the forms of lifetime income products, legisl

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who shares the impact recordkeeper consolidation is having on our industry. They discuss what’s at stake for retirement plan participants and steps plan administrators should consider to protect participants and their company.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses a recent ERISA class action case, Lewandowski v. Johnson & Johnson et al., that is a wake-up call for plan fiduciaries managing health and welfare benefit plans. He will discuss the case allegations and possible best practices that plan fiduciaries should consider as we enter a new era of increase

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, principal financial advisor at CAPTRUST, who shares her insight on leveraging some of the more popular and beneficial offerings from SECURE 2.0 Act including student loan repayments, emergency savings accounts and others.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a principal and retirement plan consultant with Spherient Advisors, who explains what plan fiduciaries need to understand about retirement plan fees, challenges she sees with fee disclosures and best practices to determine fee reasonability.