BDO Talks ERISA

BDO Talks ERISA


Latest Episodes

Cryptocurrency – Understanding the Basics (Part 1)
August 26, 2022

Are you thinking about offering cryptocurrency in your retirement plan? Learn the basics. Co-hosts Beth Garner and Joanne Szupka sit down with Sterling Ingui, who is a Product Area Leader for Next Gen Retirement in Workplace Investing and NC Regional Lead

SECURE 2.0, RISE & SHINE Act, and Your Retirement Savings Plan
July 14, 2022

Upcoming legislation for greater access to workplace retirement savings

Two Key Takeaways from the 2022 AICPA EBP Conference
June 29, 2022

Best practices for ESG investing and cybersecurity.

Retirement Readiness for Women
May 26, 2022

The earlier you start saving, the more resources you will have.

Employee Culture: The Differentiator in Today’s Workplace
April 04, 2022

Beth Garner talks with David Friedman, founder and CEO of High Performing Culture, LLC and author of Fundamentally Different and Culture by Design: How to Build a High-Performing Culture, Even in the New Remote Work Environment. In today’s episode, David

Your Remote Workforce: The Obligations and Tax Implications
March 11, 2022

Things to keep in mind when an employee is working remotely and/or in a different state/country.

ESOPs: What’s the Latest in Administration and Auditing?
February 10, 2022

In our February episode, Beth Garner and Joanne Szupka follow up on their ESOP series and sit down with Laura Robertson to talk more about ESOP administration and auditing practices. Laura is a Senior Manager in Retirement Plan Services within BDO’s Globa

The Cost Savings of Dependent Eligibility Audits
January 06, 2022

In our January episode, we are joined by Howard “Howie” Gerver, the Founder and President of HR Best Practices and self-proclaimed “HR Data Geek.” HR Best Practices is a leading health insurance/benefits administration and technology company specializing

Minimizing Uncertainty During the Great Resignation
December 08, 2021

In our December episode BDO’s Jason Brooks, Managing Director and Compensation Consulting Leader, joins Joanne Szupka to discuss the Great Resignation and the challenges companies, employers, and HR professionals are currently facing. Jason shares his ins

ESOPs: What Does It All Mean?
November 15, 2021

On this episode host Joanne Szupka sits down with BDO’s Blake Head to talk about Employee Stock Ownership Plans (ESOP) and what it means for an organization to offer an ESOP. Blake is a Partner and leader of BDO’s ESOP Advisory Services practice and regul