Today our co-hosts discuss two hot topics from the 2022 AICPA Employee Benefits Plans Conference in Nashville, TN. These include Environmental, Social and Governance (ESG) investing, as well as cybersecurity.

Key Takeaways:

[0:55] Beth and Joanne attended this year’s conference and had the opportunity to hear directly from regulatory agencies.

[1:59] A broad range of topics were discussed at the conference, which were mainly geared towards CPAs who audit plans.

[2:19] Two key takeaways from the conference though, which are especially relevant for plan sponsors, included ESG investing and cybersecurity.

[3:14] The meaning of ESG investing, along with the implication of the Department of Labor’s (DOL’s) 2021 ruling on it, is examined.

[11:37] What can you do to ensure your ESG investment goals are met?

[14:07] The scope of the DOL issued guidance on cybersecurity is explored.

[15:31] Alarming stats on cybersecurity are reviewed, which underscores the importance of being diligent.

[17:18] What are the five things plans sponsors can do to increase plan security?

Resources:

BDO.com

BDO’s ERISA Center of Excellence

BDO.com/talksERISA

Related Links:

• DOL Alert: Proposed Regulation on ESG Investing and Shareholder Rights (link TBA)
• Spotlight on Human Resources and Cybersecurity
• Building Business Sustainability

Email: [email protected]