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PODCAST: Williams Mullen's Benefits Companion - Big Changes to Catch-Up Contributions in 2025 [Audio]

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses big changes to contributions to retirement plans under SECURE 2.0 that begin in 2025. He covers the new “Super Catch-Up” contributions for...more

Annual Employee Benefits Compliance Checklists: General Counsel of Tax-Exempt and Governmental Entities

The following checklist highlights key issues for general counsel with respect to employee benefit plans and executive compensation arrangements....more

Annual Employee Benefits Compliance Checklists - Corporate Counsel

The following checklist highlights key issues for corporate counsel with respect to employee benefit plans and executive compensation arrangements....more

Annual Employee Benefits Compliance Checklists - Plan Administrators

Plan administrators should review the following actions to be taken before the end of 2024 and focus on what to expect for 2025. The following checklist addresses plan amendments, notices, and other considerations for...more

Benefit and Contribution Limits for 2025

The Commissioner of Internal Revenue announced the 2025 dollar limitations for benefits and contributions that apply to retirement plans. The Social Security Administration increased the Social Security taxable wage base....more

PODCAST: Williams Mullen's Benefits Companion - New IRS Guidance on SECURE 2.0 Act Student Loan Employer Contributions [Audio]

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the recent IRS guidance regarding provisions under the SECURE 2.0 Act which allows employers to make matching contributions on account of...more

PODCAST: Williams Mullen's Benefits Companion - SECURE 2.0: Leveraging Opportunities Employees Want Most [Audio]

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...more

2023 Annual Employee Benefits Compliance Checklist for Plan Administrators

Plan administrators should review actions to be taken before the end of 2023 and focus on what to expect for 2024. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more

PODCAST: Williams Mullen's Benefits Companion - IRS 2024 Health Plan Affordability Threshold May Put Some at Risk [Audio]

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...more

PODCAST: Williams Mullen's Benefits Companion - SECURE 2.0 Act Relief for Plan Corrections [Audio]

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses eligible inadvertent failures that may be self-corrected under SECURE 2.0 Act and limitations on self-correction. ...more

[Hybrid Event] Benefits Forum 2023: SECURE 2.0 and SECURE Act - Opportunities, Relief & Required Changes - October 12th, Richmond,...

This hybrid event offers two options for attendance: in-person or webinar. Both options will have an interactive experience and SHRM credit, so choose the method that works best for you. Attendees will learn about topics...more

Treasury Issues Anticipated Relief for New Catch-up Contribution Rule

The Internal Revenue Service (“IRS”) provided welcome relief for administrators of plans offering catch-up contributions. Notice 2023-62, issued on August 25, essentially delays the effective date of a provision under the...more

PODCAST: Williams Mullen's Benefits Companion - SECURE 2.0 Act - More Relief for Plan Administrators [Audio]

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...more

PODCAST: Williams Mullen's Benefits Companion - SECURE 2.0 Act – Highlights and To Do’s for 2023 [Audio]

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...more

SECURE Act 2.0 Summary of Changes to Retirement Plans

President Biden signed the SECURE 2.0 Act of 2022 (“SECURE 2.0”) as part of the Consolidated Appropriations Act of 2023 on December 29, 2022. SECURE 2.0 includes significant changes for the administration of employee benefit...more

2022 Annual Employee Benefits Compliance Checklist for Plan Administrators

Plan administrators should review actions to be taken before the end of 2022 and focus on what to expect for 2023. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more

Retirement Plan Sponsors Should Note Two Deadlines in July

This Alert is a quick reminder for retirement plan sponsors to be aware of two deadlines at the end of this month. Restated Adoption Agreements for Pre-Approved Plans - Employers using pre-approved plan documents for...more

PODCAST: Williams Mullen's Benefits Companion - Back to the Future: SECURE Act and SECURE Act 2.0 [Audio]

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined once again by Nichole Labott, Managing Director at SageView Advisory Group, to reflect upon a time before COVID-19, when the monumental...more

PODCAST: Williams Mullen's Benefits Companion - Plan Administrators’ 2020 Year-End Checklist [Audio]

On the latest episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by colleague Nona Massengill to discuss important steps that plan administrators need to take before the end of 2020. They will...more

[Webinar] SECURE Act: New Opportunities for Plan Sponsors and Participants - March 26th, 9:00 am - 10:00 am EST

Please join us for our upcoming informational session and get the facts you need to know on the Setting Every Community Up for Retirement Enhancement (SECURE) Act! We will break down what this new legislation means for plan...more

The SECURE Act Makes Significant Changes

The SECURE Act* (the “Act”) makes significant changes to employer-sponsored retirement plans, and many of the changes take effect immediately.  Highlights of the provisions of the Act relating to retirement plans that are...more

[Webinar] SECURE Act: What Plan Sponsors Need to Know - February 18th, 11:00 am ET

The SECURE Act* makes significant changes to employer-sponsored retirement plans and many of the changes take effect immediately. Highlights of the provisions of the SECURE Act that are effective in 2020 include: -...more

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