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    benefits companion

    Explore "benefits companion" with insightful episodes like "Understanding Fees in Retirement Planning", "ESG Investing by Retirement Plans", "New Federal Rule Aims to Hold Investment Advisors to a Higher Standard", "Auto-Portability: A New Way to Keep Retirement Savings Growing" and "Using Equity Incentives to Attract and Retain Key Team Members" from podcasts like ""Williams Mullen's Benefits Companion", "Williams Mullen's Benefits Companion", "Williams Mullen's Benefits Companion", "Williams Mullen's Benefits Companion" and "Williams Mullen's Benefits Companion"" and more!

    Episodes (5)

    Understanding Fees in Retirement Planning

    Understanding Fees in Retirement Planning

    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.

    New Federal Rule Aims to Hold Investment Advisors to a Higher Standard

    New Federal Rule Aims to Hold Investment Advisors to a Higher Standard

    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 discusses the proposed Department of Labor rule designed to help ensure investment advice is in the best interests of retirement savers and requires investment advisers to adhere to a higher standard of fiduciary responsibility. 

    Auto-Portability: A New Way to Keep Retirement Savings Growing

    Auto-Portability: A New Way to Keep Retirement Savings Growing

    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on the new retirement plan auto-portability system. Auto-portability addresses the growing problem of 401(k) and other retirement plan participants who change jobs and lose track of their benefits or lose money by cashing them out early.

    Using Equity Incentives to Attract and Retain Key Team Members

    Using Equity Incentives to Attract and Retain Key Team Members

    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by his colleague, Nona Massengill, a partner who focuses her practice on executive compensation matters. Nona will share insight on how employers are using equity incentives as another way to stand out in this continually competitive employment market.

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