PODCAST: Williams Mullen's Benefits Companion - Understanding Lifetime Income Products
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
#WorkforceWednesday: SECURE 2.0 Act - Navigating New Retirement Plan Provisions in 2024 - Employment Law This Week®
PODCAST: Williams Mullen's Benefits Companion - Auto-Portability: A New Way to Keep Retirement Savings Growing
6 Key Takeaways | Succession Planning in the Current Banking Environment
PODCAST: Williams Mullen's Benefits Companion - Helping Employers Address the Gender Gap in Retirement Savings
PODCAST: Williams Mullen's Benefits Companion - Millennials, Boomers and Retirement Planning
PODCAST: Williams Mullen's Benefits Companion - Back to the Future: SECURE Act and SECURE Act 2.0
TELL ME SOMETHING GOOD! Planning for Post-Retirement Medical Expenses with 401(h) Plans
TELL ME SOMETHING GOOD! Planning for Post-Retirement Medical Expenses With 401(h) Plans
NOWOTNY KNOWS SQUAT! Part IV Using Post-Retirement Medical Plans to Raise AUM and Sell Life Insurance
NOWOTNY ON DEATH AND TAXES EPISODE 35 USING POST-RETIREMENT MEDICAL PLANS TO RAISE AUM
IT NEVER RAINS IN SOUTHERN CALIFORNIA - INTRODUCING THE MALTA FREEZE
THE ACCIDENTAL ENTREPRENEUR PART IV
PODCAST: Williams Mullen's Benefits Companion - Cybersecurity Considerations for Retirement Plan Sponsors
COVID-19 Estate News: Five Important Takeaways from the CARES Act that Affect Your Estate
The SECURE Act: Significant Changes for Retirement Plans and IRAs
On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Nichole Labott, managing director at SageView Advisory Group, who shares the impact recordkeeper consolidation is having on our...more
In the companion podcast to our recently published client advisory, Troutman Pepper Partners Emily Zimmer and Constance Brewster delve into the intricacies of the SECURE Act, also known as SECURE 1.0, and its successor,...more
Beginning January 1, 2024, employers will be required to allow Long-term, part-time (LTPT) employees to make deferral contributions to qualified retirement plans that contain cash or deferred arrangements. Deferrals for LTPT...more
The end of the year is fast approaching. Before calendars fill up too much with parties and PTO, now is a good time to take stock of year-end notice requirements for plan sponsors. As a quick reference, included below are...more
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....more
As part of our ongoing series on tax issues for accounting firms, this article provides information on retirement or deferred compensation arrangements, the related rules of Section 409A of the Internal Revenue Code, and how...more
On Friday, Aug. 25, 2023, the IRS released Notice 23-62, which (i) clarifies that plan sponsors may continue to allow participant “age 50” catch-up contributions after Dec. 31, 2023, and (ii) delays implementation of the...more
As signed into law, Section 603 of the SECURE 2.0 Act of 2022 (SECURE 2.0) required that effective as of January 1, 2024, participants in 401(k) plans, 403(b) plans, or governmental 457(b) plans, who were age 50 or older and...more
Individuals responsible for 401(k) retirement or welfare plan decisions know that the plan document is the first place to look for guidance when deciding a difficult administration question, such as whether a participant is...more
The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0) was enacted in December 2022 as part of the year-end omnibus spending bill. Even though several provisions were effective in 2023, the...more
With my son graduating high school and listening to where other kids are going for college, it seems there were a lot of parents who did a lot of bragging about how well their kids were doing, but the college they are going...more
I don’t know if I will ever retire, I think retirement only quickens dementia....more
In the second quarter of 2023, parental entitlements were again a hot issue, with new legislation coming out of Portugal, Switzerland, and the UK. Retirement and pension reforms broke borders with changes launching in Europe,...more
OneDigital announced that it had acquired StoneStreet Equity, a retirement plan consulting and wealth management firm in Armonk, New York, with $3.8 billion in assets under advisement....more
According to an updated version of its 2021 whitepaper, Capitalize has found that forgotten accounts have grown by 20% in the last two years. As of May 2023, according to their study, there are an estimated 29.2 million...more
Employee Fiduciary, announced the launch of its Small Business 401(k) Tax Credit Calculator. This tool is specifically designed to help small businesses calculate their potential savings and estimate their 401(k) plan costs...more
I have a client who is a third-party administrator and it appears that a former employee put them in a bind by giving some truly awful advice to a client. The advice was that the plan sponsor could make a contribution for the...more
I always say a retirement plan provider needs to find its niche to stand out in the retirement plan marketplace. A new firm, Annuity Research & Consulting, has been created to help 401(k) retirement plan sponsors and their...more
Minnesota is slated to become the next to adopt a measure creating a state-run retirement program that provides coverage for private-sector employees whose employers do not. The state Senate approved the bill in a 34-33 vote....more
Some disturbing projections came out of a Pew study on retirement plan savings. The new research from Pew has found America’s retirement savings gap could create a $1.3 trillion economic burden through 2040. The Pew study...more
Vestwell announced new industry partnerships and integrations to help advisors. Vestwell was selected to support J.P. Morgan expand their recordkeeping options and help with Everyday 401(k), Chase’s small business 401(k)...more
As the time owning my house is coming to an end, my wife and I are embarking on one last project: renovating a patio that should have been replaced when we bought the house 18 years ago. Trying to not replicate the mistakes...more
In Huang v. TriNet HR III, Inc., the District Court for the Middle District of Florida threw out a case against a multiple-employer plan and rejected the plaintiff’s testimony that the fees were too high in its entirety....more
Paying bills to other plan providers is hard when money is hard to come by. Sometimes it was difficult over the past 13 years when the mortgage was due and some of my clients were too slow to pay. Relationships with other...more
If you partner with other providers, I think it’s best when decisions are made through a consensus. Just because you make a decision unilaterally, doesn’t mean you should. Everything should be done thoughtfully, with input...more