Erin Briet, Audit Partner at BDO, returns with host Joanne Szupka to take a closer look at reportable findings under SAS 136. Erin shares some real-world examples of what reportable findings look like, how to properly communicate these to the client, and more. Be sure to listen to our earlier episode Don’t You ‘SAS’ Me! Gut Check on SAS 136 for a complete overview of this new auditing standard.

It is no surprise that healthcare is evolving, and the events of this past year are informing new rules and regulations related to healthcare from all angles. In this episode, Beth and Joanne are joined by guest Venson Wallin, National Healthcare and Regulatory & Compliance Leader from BDO’s Center of Healthcare Excellence & Innovation, to cover all the changes impacting benefit plans. Venson shares his knowledge on transparency in coverage, the No Surprises act, the transition from...

It is no surprise that healthcare is evolving, and the events of this past year are informing new rules and regulations related to healthcare from all angles. In this episode, Beth and Joanne are joined by guest Venson Wallin, National Healthcare and Regulatory & Compliance Leader from BDO’s Center of Healthcare Excellence & Innovation, to cover all the changes impacting benefit plans.

Your co-hosts Beth and Joanne sit down in this week’s episode to discuss Employee Benefit Plan audits and steps to ensure a smooth audit process. There are many moving pieces involved during your audit, but it doesn’t have to be such a headache! Listen for tips on what you can do to prepare.

Your co-hosts Beth and Joanne sit down in this week’s episode to discuss Employee Benefit Plan audits and steps to ensure a smooth audit process. There are many moving pieces involved during your audit, but it doesn’t have to be such a headache! Listen for tips on what you can do to prepare.

On this episode co-hosts Beth Garner and Joanne Szupka welcome Mike Stiglianese, Managing Director with BDO’s Consulting Technology Advisory Services practice in New York. Mike has served the IT industry for more than30 years and sheds light on risks currently presented today–and steps plan sponsors can take to better prepare their workforce.

On this episode co-hosts Beth Garner and Joanne Szupka welcome Mike Stiglianese, Managing Director with BDO’s Consulting Technology Advisory Services practice in New York. Mike has served the IT industry for more than 30 years and sheds light on risks currently presented today – and steps plan sponsors can take to better prepare their workforce.

Co-hosts Beth Garner and Joanne Szupka are joined by Licensed Clinical Social Worker Margaret McDaniel. Margaret lends us her expertise on the relationship between employee burnout and mental health and the various stressors impacting the wellbeing of the workforce. What can your company do to create a culture of acceptance?

Co-hosts Beth Garner and Joanne Szupka are joined by Licensed Clinical Social Worker Margaret McDaniel. Margaret lends us her expertise on the relationship between employee burnout and mental health and the various stressors impacting the wellbeing of the workforce. What can your company do to create a culture of acceptance?

Michael Lynch joins co-hosts Beth Garner & Joanne Szupka to discuss investing in ESGs. Michael is a Senior Wealth Manager with BDO Wealth Advisors and a member of the BDO Investment Committee. Michael’s primary responsibility is to develop customized, comprehensive, and understandable tax-aware solutions that integrate financial planning and investment management. Michael gives us a look behind the curtain at what you need to know about ESGs and fiduciary requirement.

Thinking about waiting until 2024 to worry about calculating hours for your long-term, part-time employees? Think again! On this episode co-hosts Beth Garner and Joanne Szupka speak with Norma Sharara, Managing Director with BDO’s National Tax Office. She has over 25 years of experience in the compensation and benefits arena and understands retirement plans inside and out. Norma shares what you need to know about the latest updates to the SECURE Act and its long-term, part-time employees in...

Erin Breit, Audit Partner at BDO with over 16 years of accounting experience and AICPA employee benefits expert panelist, joins co-hosts Beth Garner and Joanne Szupka to share a little bit about the new auditing standard that’s coming up and what plan sponsors need to prepare for.

On our initial episode of BDO Talks ERISA, meet our co-hosts, Beth Garner, Joanne Szupka and Luanne MacNicol. Our three co-hosts today discuss what plan sponsors need to be aware of as the first quarter of the year begins to wind down. They cover what plan sponsors need to do when they are getting ready to re-engage their workforce, the different communications you need to consider based on different generations, cybersecurity risks, and trends emerging in the employee benefit landscape.