Welcome to BDO Talks ERISA – a monthly podcast about best practices around all things ERISA and other HR-related topics:
- How to avoid common compliance issues
- How to navigate the ins-and-outs of ERISA’s fiduciary provisions
- Our own experiences working for BDO’s ERISA Services group
- A deeper dive into the insights we share through our BDO ERISA Center of Excellence
All content for BDO Talks ERISA is the property of BDO USA and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to BDO Talks ERISA – a monthly podcast about best practices around all things ERISA and other HR-related topics:
- How to avoid common compliance issues
- How to navigate the ins-and-outs of ERISA’s fiduciary provisions
- Our own experiences working for BDO’s ERISA Services group
- A deeper dive into the insights we share through our BDO ERISA Center of Excellence
In this episode, we are 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 certain sales of employer stock to employee stock ownership plans sponsored by S Corporations starting in 2028.
• Certain securities treated as publicly traded in case of employee stock ownership plans.
• Worker Ownership, Readiness, and Knowledge (WORK Act).
BDO Talks ERISA
Welcome to BDO Talks ERISA – a monthly podcast about best practices around all things ERISA and other HR-related topics:
- How to avoid common compliance issues
- How to navigate the ins-and-outs of ERISA’s fiduciary provisions
- Our own experiences working for BDO’s ERISA Services group
- A deeper dive into the insights we share through our BDO ERISA Center of Excellence
