Williams Mullen's Benefits Companion

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 Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on ESG investing by Retirement Plans and what benefits administrators need to know to stay compliant given recent court rulings.  

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 shares insight on what employers need to consider now that the Affordable Care Act benchmark for determining the affordability of employer-sponsored health coverage will drop significantly in 2024. How can employers stay compliant? How can employers maintain health plan affordability? This episode covers all this and more...

On this episode of Williams Mullen's Benefits Companion , host Brydon DeWitt is joined by his colleague, Marc Purintun, who discusses Partial Plan Terminations. While you may be aware that plan sponsors can terminate a plan, you may not be aware that normal employer actions or an economic downturn may result in a partial plan termination. We cover what constitutes a partial plan termination, what...

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.

On this episode of Williams Mullen's Benefits Companion , host Brydon DeWitt is joined by Mary Morris, CEO of Virginia529, who will discuss RetirePath, a new retirement savings program for Virginia workers without access to an employer-sponsored retirement savings plan. Listeners will learn more about the program offerings and what Virginia employers need to know in order to participate.

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 expl...

On this episode of Williams Mullen's Benefits Companion , host Brydon DeWitt shares more good news for benefit plan administrators, this time under the banner of the SECURE 2.0 Act. Highlights include a discussion of the relief granted for the self-correction process and the recovery of inadvertent benefit overpayments.  

On this episode of   Williams Mullen's Benefits Companion , host Brydon DeWitt is joined by his colleague, Marc Purintun who will cover the various changes impacting 403(b) plans. From the new determination letter process to reporting improvements, we've got the latest on some welcome news for benefits 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 c...

At the end of 2022, President Biden signed the highly anticipated SECURE 2.0 Act into law. On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt reviews highlights of the new law, including what employers need to focus on for this fiscal year to stay in compliance.

It's that time of year again where Williams Mullen's Benefits Companion and host Brydon DeWitt outline some of the important steps that plan administrators need to take before the end of 2022. He will highlight important items that may be easily overlooked and resources available to help.

On this episode of Williams Mullen's Benefits Companion , host Brydon DeWitt is joined by Zan Gormley, a partner in Williams Mullen's Litigation Section, for a discussion about multiemployer plans. They address what they are, how they work, why they are important, as well as some of the critical litigation issues that those who deal with employee benefit plans should be aware of.  

On this episode of Williams Mullen's Benefits Companion , host Brydon DeWitt is joined by the chair of Williams Mullen's Employee Benefits & Executive Compensation Practice, Marc Purintun, who discusses a recent Supreme Court decision that impacts plan fiduciaries responsible for plan investment options.

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.

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 generational differences in retirement savings goals and strategies.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the newly required lifetime income illustrations that must be provided to 401(k) plan participants.

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by his colleague, Allison Carlon, who helps us better understand what employers need to know about the Consolidations Appropriations Act and new health plan transparency requirements and related deadlines. 

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Matt Anderson, an attorney in Williams Mullen's Labor, Employment and Immigration Section, who discusses some very important employment policy considerations for listeners who are addressing flexible and remote work arrangements for their organization.

On this episode of Williams Mullen's Benefits Companion , host Brydon DeWitt is joined once again by Beryl Ball, Principal Financial Advisor at CAPTRUST, who offers insight on the recent strongly worded DOL compliance release on cryptocurrency in 401(k) plans and what issues plan sponsors should carefully consider.