Shows / The Exclusive Benefit - An ERISA Podcast
The Exclusive Benefit - An ERISA Podcast
ERISA requires plan fiduciaries to act for the exclusive benefit of participants. On this podcast, Angela Stockbridge does the same for listeners. The Exclusive Benefit explains retirement plans, health and welfare benefits, and executive compensation in plain English. Each episode takes on a real issue that plan sponsors, HR professionals, CPAs, and financial advisors face, such as compliance deadlines, plan corrections, required minimum distributions, and benefits in M&A deals. Get practical…
Episodes
The Exclusive Benefit - An ERISA PodcastThe Biggest Tax Deduction Your Clients Aren't Taking: Cash Balance Plans
High-earning business owners often max out their 401(k) and still want to save more and lower their tax bill. A cash balance plan can let them put away far…
The Exclusive Benefit - An ERISA PodcastSelf-Correct, VCP, or Audit CAP? Choosing the Right EPCRS Path
Every retirement plan has mistakes eventually. Late deposits, missed enrollments, and loans that don't follow the rules are common. What matters is how you fix…