Episodes

  • New IRS Guidance on SECURE 2.0 Act Student Loan Employer Contributions

    New IRS Guidance on SECURE 2.0 Act Student Loan Employer Contributions
    Sep 9 2024
    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 employees' qualified student loan payments under section 401(k) plans, section 403(b) plans, SIMPLE IRA plans, and governmental section 457(b) plans.
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    7 mins
  • Employment Law Edition: The Latest on Non-Competes and Independent Contractors

    Employment Law Edition: The Latest on Non-Competes and Independent Contractors
    Aug 26 2024
    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Laura Windsor, chair of Williams Mullen’s Labor, Employment and Immigration Section, who discusses two hot issues: non-competes and independent contractors. Are non-competes really banned? What are alternative solutions? Is having an independent contractor agreement enough? What are the potential penalties for misclassification? They’ll also reflect upon the August 20th federal judge ruling that blocked the FTC’s ban on non-compete clauses.
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    21 mins
  • ERISA Forfeiture Litigation

    ERISA Forfeiture Litigation
    Aug 14 2024
    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses pending court cases regarding the proper use of forfeitures that arise under defined contribution plans. He outlines how these new developments present potential conflicts and liabilities that employers and fiduciary committees need to consider.
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    9 mins
  • IRS Clarifies Emergency Distributions Tax Exceptions

    IRS Clarifies Emergency Distributions Tax Exceptions
    Jul 11 2024
    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt discusses the new IRS guidance regarding certain exceptions to the 10% early distribution tax under IRC 72(t). He will share background on emergency personal expense and domestic abuse victim distribution exceptions, any limitations, and steps plan administrators should take to ensure they are complying with this guidance.
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    8 mins
  • Understanding Lifetime Income Products

    Understanding Lifetime Income Products
    May 15 2024
    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, senior investment consultant with SageView Advisory Group, who discusses lifetime income products which are designed to help retirees arrange for a more predictable income stream throughout the entirety of their retirement. They discuss the forms of lifetime income products, legislation that paved the way for these offerings and what plan sponsors need to consider when deciding to offer lifetime income products.
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    15 mins
  • Trends in Recordkeeper Consolidation and Due Diligence

    Trends in Recordkeeper Consolidation and Due Diligence
    Apr 10 2024
    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 industry. They discuss what’s at stake for retirement plan participants and steps plan administrators should consider to protect participants and their company.
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    15 mins
  • What the J&J Case Means for Plan Administrators

    What the J&J Case Means for Plan Administrators
    Mar 13 2024
    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.
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    8 mins
  • SECURE 2.0: Leveraging Opportunities Employees Want Most

    SECURE 2.0: Leveraging Opportunities Employees Want Most
    Jan 31 2024
    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.
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    9 mins