Explore "brydon dewitt" with insightful episodes like "What the J&J Case Means for Plan Administrators", "SECURE 2.0: Leveraging Opportunities Employees Want Most", "Understanding Fees in Retirement Planning", "New Federal Rule Aims to Hold Investment Advisors to a Higher Standard" and "Auto-Portability: A New Way to Keep Retirement Savings Growing" 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!
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 increased litigation.
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.
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.
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.
On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant at SageView Advisory Group, who discusses the benefits of Qualified Default Investment Alternatives (QDIAs) which can be a valuable option for retirement plan participants who may not have the time, interest or knowledge to make their own investment choices. We’ll explore how QDIAs have evolved over the years and important fiduciary considerations for plan administrators.
On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, principal and retirement plan consultant with Spherient Advisors, who shares her best tips for boosting employee engagement in 401(k) participation and retirement savings. Hear how plan design, tailoring benefit offerings, and solid communication and education can make a difference for both your company and your employees.
On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who explores the gender gap in retirement savings, potential causes and employer considerations.
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