PODCAST: Williams Mullen's Benefits Companion - New IRS Guidance on SECURE 2.0 Act Student Loan Employer Contributions
PODCAST: Williams Mullen's Benefits Companion - ERISA Forfeiture Litigation
La Reforma Pensional en Colombia
PODCAST: Williams Mullen's Benefits Companion - Understanding Lifetime Income Products
Multiemployer Pension Plans in Mergers and Acquisitions — Troutman Pepper Podcast
PODCAST: Williams Mullen's Benefits Companion - Trends in Recordkeeper Consolidation and Due Diligence
Long-Term Part-Time Employee Eligibility Rules Now in Effect — Troutman Pepper Podcast
PODCAST: Williams Mullen's Benefits Companion - What the J&J Case Means for Plan Administrators
#WorkforceWednesday: SECURE 2.0 Act - Navigating New Retirement Plan Provisions in 2024 - Employment Law This Week®
PODCAST: Williams Mullen's Benefits Companion - SECURE 2.0: Leveraging Opportunities Employees Want Most
What Can A Tax Attorney Do For You? A Podcast With Janathan Allen
PODCAST: Williams Mullen's Benefits Companion - Understanding Fees in Retirement Planning
PODCAST: Williams Mullen's Benefits Companion - ESG Investing by Retirement Plans
PODCAST: Williams Mullen's Benefits Companion - New Federal Rule Aims to Hold Investment Advisors to a Higher Standard
Employee Benefits and Executive Compensation: Getting Ready for 2024 - Health and Welfare Plan Developments — Special Edition Podcast
Employee Benefits and Executive Compensation: Getting Ready for 2024 - Qualified Plans — Special Edition Podcast
PODCAST: Williams Mullen's Benefits Companion - Auto-Portability: A New Way to Keep Retirement Savings Growing
PODCAST: Williams Mullen's Benefits Companion - IRS 2024 Health Plan Affordability Threshold May Put Some at Risk
PODCAST: Williams Mullen's Benefits Companion - Partial Plan Terminations
PODCAST: Williams Mullen's Benefits Companion - Virginia Launches New Retirement Savings Program
Our Doing Business in Québec guide provides an overview of the legal framework governing Canadian business operations in the province of Québec. This guide provides up-to-date information about the following topics: •...more
Social media is one of the great tools that I needed to start my own ERISA practice. While my Twitter handle can attract some interaction with non-retirement folks, I’m always mindful of what I post and how I handle myself....more
When I was at that semi-prestigious law firm on Long Island, I became convinced that I could draw business from around the country by creating content via social media that would allow me to develop relationships with...more
The local school board member who posts ridiculous stuff on social media was just appointed Acting Parks Commissioner for my county. It’s a little disheartening....more
There are many third-party administrators (TPAs) that I know based on working with them or based on reputation. Working with TPAs and word of mouth about them are excellent barometers about their capabilities....more
I was a little irritated when a person from my community was appointed to an elected position because of a vacancy. I never met the man, but I’m a little disgusted by him because of his past posts on Facebook. Borderline...more
Ken Fisher of Fisher Investments is facing almost $2 billion of withdrawals from his firm as a result of some sexist comments he made at an industry conference....more
Social media is a great benefit for your 401(k) business, but sometimes it can be a disaster if you let it. I’ve seen too many business professionals and companies that get in trouble on Facebook for posting things that...more
One of the greatest tools in building my practice and enlarging my social media footprint in the retirement plan space was the use of LinkedIn....more
As A Plan Provider It Won't Matter If You Can't Fix This. There are some things you need to take care of. So much of my advice for retirement plan providers deal with marketing and other advice on how they can improve...more
I worked at a law firm and I wanted to build a National ERISA practice. Since the partners there weren’t interested in sharing clients, I tried my best to get some. I drafted an email to an advisor I knew from the third party...more
RBS has agreed to pay $85 million to the CFTC to resolve allegations that its traders “manipulated the ISDAfix benchmark rate over a period of five years to benefit the bank’s derivatives positions”....more
I’ve always been vocal about the need for a service provider to have good marketing if they really want to get ahead in the retirement plan business. While marketing is a great tool, what good marketing won’t do is hide poor...more
We’re closing in on Election Day and no matter what side you’re on, you have to admit that it’s one of the most divisive elections in recent memory. So I’m shocked when I see professionals post their political diatribes on...more
I was a volunteer and officer for an organization where I stated that the leadership (not including me) was stuck in 1986. What it meant was that this leadership couldn’t adjust to the current age when it came to...more