In this episode, co-hosts Beth Garner and Joanne Szupka are joined by TY Parrish - Partner at Cerity Partners and co-author of 401(k) Best Practices A Guidebook for Plan Sponsors. In this podcast, TY discusses the common questions that plan sponsors have

In this episode, Joanne Szupka discusses the top questions regarding SECURE 2.0.

In this episode, Joanne Szupka is joined by Nicole Parnell to discuss the changes to the 2023 Form 5500. The discussion focuses on the changes to the methodology for counting participants in defined contribution plans for purposes of determining eligibili

In this episode, Joanne Szupka is joined by Maria Thiel & Blake Head to discuss the world of Employee Stock Ownership Plans (ESOPs) & SECURE 2.0. The discussion focuses on the three provisions in SECURE 2.0 that relate to ESOPs: • Deferral of tax for cert

In this episode, Joanne Szupka is joined by Norma Sharara, BDO Managing Director, National Tax Office, Compensation & Benefits to discuss potential challenges with automatic enrollment and long-term part-time employees, including historical context and ex

In this episode, co-hosts Beth Garner and Joanne Szupka are joined by Antony Hacking, partner with C-Global Consulting to discuss courageous leadership, the importance of psychological safety and managing difficult conversations. The discussion focuses on

Continuing our two-part series, co-hosts Beth Garner and Joanne Szupka is joined by Steve Combs, Managing Director, Cloud Security & Infrastructure (CS&I), BDO Digital to continue their discussion of DOL’s cybersecurity guidance and how it helps combats t

On April 14, 2022, the Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans. Co-hosts Beth Garner and Joanne Szupka sit down with Greg Schu, Partner, Cybersecurity – Nati

In many cases, the people costs are some of the highest costs an organization has — which presents both opportunity and risk. Exploring the opportunity and risk ahead of a merger or acquisition is known as the HR due diligence process. Co-hosts Beth Garne

Are you thinking about offering cryptocurrency in your retirement plan? Continuing our two-part series, co-hosts Beth Garner and Joanne Szupka is joined by Dave Gray, who is on the Workplace Investing Executive Management Team and serves as the Head of Wo