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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Independent Retirement
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EPIC RPS
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Forfeitures Under FireWilliams Mullen |
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June 5, 2025 Podcast |
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On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt unpacks the growing legal controversy surrounding the use of forfeitures in retirement plans. With numerous lawsuits recently filed, plan sponsors and administrators are facing heightened scrutiny—and potential liability—over how forfeited funds are handled. We’ll discuss the evolving guidance from the Department of Labor, and what these lawsuits could mean for your fiduciary responsibilities. |