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Regional Sales Director-Mid Atlantic July Business Services
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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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. |