Advertise on podcast: BDO Talks ERISA

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

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.

In this episode, we discuss the top questions regarding SECURE 2.0.

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 mandatory distributions for terminated participants • Timing of employer contributions • Automatic Enrollment required in future for new plans due to SECURE 2.0 • 80 – 120 Participant and Short Plan Year Rules • Internal Revenue Code Compliance Questions

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 treated as publicly traded in case of employee stock ownership plans. • Worker Ownership, Readiness, and Knowledge (WORK Act).

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.

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.

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 guidance, along with the following three forms that come with it: Tips for Hiring a Service Provider, Cybersecurity Program Best Practices and Online Security Tips.

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 and participants’ vital information.

In many cases, the people costs are some of the highest costs an organization has — which presents both opportunity and risk. Exploring the opportunity and risk ahead of a merger or acquisition is known as the HR due diligence process. Our co-hosts sit down with Liz Mack, who is the Managing Director, Workforce in Transactions Leader for Global Employer Services at BDO, USA to discuss the process for and benefits of reviewing how a target supports its workforce before the deal is signed.

Are you thinking about offering cryptocurrency in your retirement plan? Continuing our two-part series, our co-hosts are joined by Dave Gray, who is on the Workplace Investing Executive Management Team and serves as the Head of Workplace Retirement Platforms, Workplace Investing for Fidelity, along with Sterling Ingui, who is a Product Area Leader for Next Gen Retirement in Workplace Investing and NC Regional Leader at Fidelity Investments. Get answers to the key questions plan sponsors might have when considering cryptocurrency as 401(k) investment options.

Are you thinking about offering cryptocurrency in your retirement plan? Learn the basics. Our co-hosts sit down with Sterling Ingui, who is a Product Area Leader for Next Gen Retirement in Workplace Investing and NC Regional Leader at Fidelity Investments. They discuss the fundamentals of cryptocurrencies, including the definition and different types available, as well as the interesting history behind this digital currency.