Aug 30, 2021

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Ken Barnes, Financial Advisor with SageView Advisory Group, for a discussion about using self-directed brokerage windows in retirement plans. Listeners will learn how to determine if this concept is a good fit for their...

Aug 16, 2021

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Claire Pollock, a paralegal with Williams Mullens Employee Benefits & Executive Compensation Practice, who shares what she has learned over the years from working with preapproved or prototype plan documents and managing adoption...