On the latest episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Marie Yascko-Rosado who discusses the Department of Labor’s proposed rule that could impact plan fiduciaries who use...more
On the latest episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the Department of Labor’s long-awaited updates to the ERISA electronic disclosure guidelines....more
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* (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
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
2/12/2020
/ 401k ,
Automatic Enrollment ,
Benefit Plan Sponsors ,
Distribution Rules ,
Early Retirement Distributions ,
Employee Benefits ,
Form 5500 ,
Individual Retirement Account (IRA) ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
Safe Harbors ,
SECURE Act ,
Tax Liability ,
Tax Planning ,
Webinars
On the latest episode of Williams Mullen's Benefits Companion, Marie Yascko-Rosado and Brydon DeWitt discuss ways employers can attract younger employees through student loan repayment employee benefit strategies....more
On this episode of Williams Mullen's Benefits Companion, Brydon DeWitt is joined once again by special guest Beryl Ball, a senior vice president and financial advisor at CAPTRUST. Brydon and Beryl discuss the importance of...more
Topics include legal considerations for:
• 401(k) Plan participation: Designing a 401(k) plan to increase enrollment and retirement savings
• Financial Wellness Programs: Preparing employees for financial security during...more
8/26/2019
/ 401k ,
Benefit Plan Sponsors ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Employer Group Health Plans ,
Events ,
Health Insurance ,
Human Resources Professionals ,
Investment Management ,
Retirement Plan ,
Wellness Programs
On this episode of Williams Mullen's Benefits Companion, Brydon DeWitt and Nona Massengill discuss the final regulations for top hat plan filings, which went into effect today, August 16. ...more
A federal district court judge in Washington D.C. dismissed an ERISA fiduciary breach suit brought by a former employee of George Washington University (“GW”), finding the former employee lacked standing to sue. The...more
On this episode of Williams Mullen's Benefits Companion, Brydon DeWitt is joined by special guest Beryl Ball, a senior vice president and financial advisor at CAPTRUST. Brydon and Beryl discuss some of the best practices for...more
Plan administrators should review the following actions to be taken before the end of 2018 and focus on what to expect for 2019. The following checklist addresses plan amendments, notices and other considerations for...more
The Internal Revenue Service recently updated the rollover notice provided to retirement plan participants who receive distributions. The Internal Revenue Code requires administrators of qualified retirement plans to provide...more
The Commissioner of Internal Revenue announced the 2019 dollar limitations for benefits and contributions that apply to retirement plans. Most limits have increased while a few remained the same. ...more
Please join us for a one-hour webinar designed to help 403(b) Plan Sponsors address the myriad of responsibilities that apply to plan fiduciaries.
We will cover:
- Determining if your 403(b) plan document is...more
The Commissioner of Internal Revenue announced the 2018 dollar limitations for benefits and contributions that apply to retirement plans. Some limits have increased while others remained the same....more
The Commissioner of Internal Revenue announced the 2017 dollar limitations for benefits and contributions that apply to retirement and cafeteria plans. Some limits have increased while others remained the same. The Social...more
The Internal Revenue Service has offered some reprieve to individuals who receive a distribution from a retirement plan or an individual retirement arrangement (IRA) and inadvertently miss the 60-day time limit for rolling...more