Episodes

  • 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
  • Understanding Fees in Retirement Planning

    Understanding Fees in Retirement Planning
    Jan 17 2024
    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a principal and retirement plan consultant with Spherient Advisors, who explains what plan fiduciaries need to understand about retirement plan fees, challenges she sees with fee disclosures and best practices to determine fee reasonability.
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    13 mins
  • ESG Investing by Retirement Plans

    ESG Investing by Retirement Plans
    Dec 13 2023
    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 ESG investing by Retirement Plans and what benefits administrators need to know to stay compliant given recent court rulings.  
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    12 mins
  • New Federal Rule Aims to Hold Investment Advisors to a Higher Standard

    New Federal Rule Aims to Hold Investment Advisors to a Higher Standard
    Dec 6 2023
    On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ali Pino, a Principal and Retirement Plan Consultant with Spherient Advisors, who discusses the proposed Department of Labor rule designed to help ensure investment advice is in the best interests of retirement savers and requires investment advisers to adhere to a higher standard of fiduciary responsibility. 
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    9 mins
  • Auto-Portability: A New Way to Keep Retirement Savings Growing

    Auto-Portability: A New Way to Keep Retirement Savings Growing
    Nov 7 2023
    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. Auto-portability addresses the growing problem of 401(k) and other retirement plan participants who change jobs and lose track of their benefits or lose money by cashing them out early.
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    8 mins