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Cash Balance Plans Explained - 2024

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Cash Balance Plans |

Cash balance plans offer high contribution limits and flexibility. Learn More >

Tracking Compensation and Getting It Right

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Compensation |

According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation. Learn More >

Why Hire an Unbundled Service Provider?

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | TPA Services

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

Dispelling the Myth: Is a 3(16) Fiduciary Really Necessary?

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | Fiduciary Issues |

Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >

Advantages and Disadvantages of a 1042 Election

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

A 1042 Election can have significant tax advantages for the seller to an ESOP, but there are strict requirements related to this election, as well. Learn More >

Promoting Success with Employee Stock Ownership Plans

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

Some feel that in the coming decades the ownership to be promoted will be an employee’s ownership in his or her employer – through Employee Stock Ownership Plans (ESOPs). Learn More >

Price Protection in ESOPs

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

A unique problem arises when the owners of a company are ready to sell more shares to the ESOP, and they want the ESOP to borrow money in order to purchase the shares. Learn More >

Employee Stock Ownership Plans with Closely Held Stock Receive Relief from FASB

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

A new Accounting Standards Update reaffirms the indefinite deferral of disclosures that were scheduled to take effect on Form 5500 filings for 2012. Learn More >

ESOP Feasibility Studies

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs |

When we perform an ESOP feasibility study for a client that already has the successor management in place, and has available a certain amount of cash flow to apply toward buying out... Learn More >

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