BDO Talks ERISA – Détails, épisodes et analyse

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BDO Talks ERISA

BDO USA

Business & Entrepreneuriat

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Fréquence : 1 épisode/39j. Total Éps: 34

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

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

Saison 1 · Épisode 34

jeudi 12 septembre 2024 • Durée 22:35

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

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Navigating Financial Wellness

Saison 1 · Épisode 33

mardi 28 novembre 2023 • Durée 20:02

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

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HR Due Diligence

Saison 1 · Épisode 24

lundi 31 octobre 2022 • Durée 31:45

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.

Key Takeaways:

[03:04] Introduction of Liz Mack

[05:51] How is HR due diligence defined?

[10:21] Review of other terms that fall under the umbrella of “transactions,” including merger of equals, bolt on, tuck in, divestiture, and spin off

[14:29] Real-world examples of successes and failures seen with transactions

[23:59] Benefit of HR communications before and after the close of the transaction

For more information on this topic, read Liz Mack’s article on the 8 Reasons to Do HR Due Diligence here or email us at BDOtalksERISA@BDO.com.

Resources:

BDO.com

Beth on LinkedIn

Liz Mack on LinkedIn

Insight: Why HR Due Diligence is an Important Step in a Transaction

Cryptocurrency – What Plan Sponsors Should Know (Part 2)

Saison 1 · Épisode 23

jeudi 15 septembre 2022 • Durée 30:13

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.

Key Takeaways:

[06:55] What factors influenced Fidelity’s decision to include cryptocurrency in

retirement plans?

[08:42] What should plan fiduciaries consider when deciding whether to add cryptocurrency in their retirement plans?

[11:05] How are cryptocurrency investment options structured?

[14:25] How can these investments be valued?

[16:08] Are there any limitations? If so, what are they?

[17:27] What cybersecurity protocols are available to prevent data breaches and safeguard investments?

[23:16] Are you seeing any trends since making the cryptocurrency option available?

Listen to our prior episode Cryptocurrency – Understanding the Basics for part 1 of these two-part series on cryptocurrency, where Sterling Ingui reviews the basics of cryptocurrencies.

Resources:

BDO.com

Beth on LinkedIn

www.fidelity.com/crypto/overview

Cryptocurrency – Understanding the Basics (Part 1)

Saison 1 · Épisode 22

vendredi 26 août 2022 • Durée 16:52

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.

Key Takeaways

[05.06] What is cryptocurrency?

[06:50] What does it mean to invest in cryptocurrency?

[09:02] What are the different types of cryptocurrencies?

[11:31] What is the history of cryptocurrency?

Listen to our next episode for part 2 of these two-part series on cryptocurrency, where Sterling Ingui will return with Dave Gray, who is on the Workplace Investing Executive Management Team and serves as the Head of Workplace Retirement Platforms, Workplace Investing for Fidelity.

Resources:

BDO.com

Beth on LinkedIn

www.fidelity.com/crypto/overview

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SECURE 2.0, RISE & SHINE Act, and Your Retirement Savings Plan

Saison 1 · Épisode 21

jeudi 14 juillet 2022 • Durée 17:44

Host Beth Garner talks to Norma Sharara, Managing Director, National Tax Office — Compensation & Benefits at BDO regarding the SECURE 2.0 Act of the House, the RISE & Shine Act of the Senate HELP Committee, and the as-yet-unnamed bill from the Senate Finance Committee, all aiming to supply greater access to workplace retirement. Beth and Norma discuss some of the provisions of each bill and how they differ, including a SECURE 2.0 provision for student loan debt.

Listen in to get information on bipartisan supported expected improvements to workplace retirement plans.

Key Takeaways:

[1:07] On March 29, the U.S. House of Representatives passed Secure 2.0 with a vote of 414-5.

[2:48] The Senate Committee on Health, Education, Labor, and Pensions (HELP) passed the Retirement Improvement and Savings Enhancement to Supplement Healthy Investments for the Nest Egg Act (RISE & SHINE Act).

[4:34] The Senate Finance Committee is considering over 1,000 changes to the House Secure 2.0.

[7:44] The original SECURE Act became law in December 2019, before COVID-19. It was the biggest change to retirement plan law since the Pension Protection Act of 2006. SECURE 2.0 seeks to add enhancements to the 2019 act.

[8:36] One change is increasing access to workplace retirement plans. Norma explains the differences in the House and Senate bills on mandatory enrollment. Another hot topic is emergency savings. SECURE 2.0 does not have a provision for emergency savings but RISE & SHINE allows a sidecar 401(k) account to build up for emergency use.

[10:10] Norma discusses changing the Required Minimum Distributions from starting at age 72 to rising to start at age 75. There are other provisions like allowing additional catch-up contributions, for those close to retirement age and making all contributions after-tax Roth.

[10:52] Other possible provisions are allowing employees to have their matching contribution be Roth, to pay tax on the matching contribution up front, and not at the withdrawal, electronic plan administration through email, Savers’ Credit being refundable to encourage people to save, and some additional tax credits for small businesses to offset startup costs.

Two Key Takeaways from the 2022 AICPA EBP Conference

Saison 1 · Épisode 20

mercredi 29 juin 2022 • Durée 23:18

Today our co-hosts discuss two hot topics from the 2022 AICPA Employee Benefits Plans Conference in Nashville, TN. These include Environmental, Social and Governance (ESG) investing, as well as cybersecurity.

Key Takeaways:

[0:55] Beth and Joanne attended this year’s conference and had the opportunity to hear directly from regulatory agencies.

[1:59] A broad range of topics were discussed at the conference, which were mainly geared towards CPAs who audit plans.

[2:19] Two key takeaways from the conference though, which are especially relevant for plan sponsors, included ESG investing and cybersecurity.

[3:14] The meaning of ESG investing, along with the implication of the Department of Labor’s (DOL’s) 2021 ruling on it, is examined.

[11:37] What can you do to ensure your ESG investment goals are met?

[14:07] The scope of the DOL issued guidance on cybersecurity is explored.

[15:31] Alarming stats on cybersecurity are reviewed, which underscores the importance of being diligent.

[17:18] What are the five things plans sponsors can do to increase plan security?

Resources:

BDO.com

BDO’s ERISA Center of Excellence

BDO.com/talksERISA

Related Links:

Retirement Readiness for Women

Saison 1 · Épisode 19

jeudi 26 mai 2022 • Durée 19:56

In this episode, our co-hosts talk with Michele Burkholder, CFP®, a financial adviser with the Burkholder Team, and Morgan Stewart, a finance professional working with Michele, in a conversation about women and their financial planning. Michele and Morgan have a mission to educate and guide individuals, families, and business owners regarding financial decisions. They want to give sound, personal financial advice for every life stage.

Key Takeaways:

[1:51] 2020 GAO report on retirement security stating that older women reported facing a financially uncertain future.

[3:10] Michele and Morgan share their background.

[4:30] First concern women have regarding their financial planning is making sure they are saving enough and not outliving their income.

[6:00] The ideal time to start working with a financial advisor is when they begin their career.

[7:12] Michele’s explains why she recommends the following: 1. Have credit in your name; 2. Have a separate retirement account; 3. If you’re being supported, make sure you have sufficient life insurance on them; and 4. Make sure you can fund your long-term care.

[9:14] Morgan explains why she recommends whole life insurance.

[12:05] Prioritizing retirement savings over college for children.

[14:18] Some women are more in tune with understanding their financial needs, while others might not have saved as much as their male counterparts.

[14:18] Reasons a lot of women may not have save enough for their retirement.

[16:25] COVID has also disproportionally impacted women.

[17:15] Beth and Michele wraps up by summarizing key takeaways from the episode.

Employee Culture: The Differentiator in Today’s Workplace

Saison 1 · Épisode 18

lundi 4 avril 2022 • Durée 32:36

Beth Garner talks with David Friedman, founder and CEO of High Performing Culture, LLC and author of Fundamentally Different and Culture by Design: How to Build a High-Performing Culture, Even in the New Remote Work Environment. In today’s episode, David shares why culture is the biggest opportunity for companies to have a competitive and sustainable edge against their competitors and explains how leaders can create and implement their culture plan.

Key Takeaways:

[:50] A little bit about David and his journey towards launching the CultureWise platform in 2020.

[3:45] David shares his experience writing two books.

[4:55] What makes culture a competitive edge?

[6:40] The biggest opportunity we have for differentiation is our people.

[9:15] Most CEOs nowadays agree that culture is very important but not all of them know what to do about it.

[10:50] David explains how culture can be made into a core business process.

[13:30] David shares why most CEOs don’t have a documented culture plan.

[14:40] What does a culture plan look like in the new hybrid/remote working environment?

[17:50] David defines rituals and their importance in sustaining your culture.

[20:05] David shares the steps for building and defining a culture.

[21:25] David discusses the difference between core values and fundamentals.

[27:40] How can companies introduce culture to new employees?

Resources:

Abandoned 401(K) Accounts and The Great Resignation

Your Remote Workforce: The Obligations and Tax Implications

Saison 1 · Épisode 17

vendredi 11 mars 2022 • Durée 22:08

Ronii Rizzo is a Managing Director with BDO and the Global Payroll and Employment Tax Services National Leader. Ronii assists her clients with expatriate tax and payroll matters. In this week’s episode, she discusses how international, federal and state governments are aware of the current workforce trends and how they are prepared to audit and enforce tax law. Ronii offers insight into how to keep you, your employees, and your company compliant with the latest regulations.

Key Takeaways:

[2:35] A little bit about Ronii and her background in accounting.

[6:20] The way people are working has shifted, which means new obligations are being created for employers.

[7:10] If an employee moves to a new location, it’s on the employer to be aware and file the correct reporting requirements.

[7:30] States are increasingly more attentive to when companies are not in compliance.

[8:20] New York is seemingly the most stringent.

[9:55] You must look at each state/location to determine what the threshold is.

[11:50] You must have a system in place for tracking the working location of employees.

[12:10] Companies should evaluate their workforce policy. Pre-pandemic policy may no longer be relevant.

[13:34] Requirements are intensified at the global level.

[15:35] Companies must be aware of a ‘tax nexus’. Ronii explains what this means.

[19:10] The way we work is changing and it’s here to stay.

Resources:

What's Next for Employee Mobility?

Working from anywhere: Issues for the Employer - Employment Tax

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