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Impact of Defense of Marriage Act Ruling on Retirement Programs

Same Sex Marriage | July 25, 2013

The U.S. Supreme Court recently declared that Section 3 of the Defense of Marriage Act, which was signed into law by President Clinton in 1996, is unconstitutional because it denies equal... Learn More >

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

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | July 24, 2013

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 >

Prioritizing Internal Controls

Audit | July 24, 2013

Processes and procedures set in place by an organization that allow it to conduct its business in an efficient manner, safeguard its assets, prevent fraud, and ensure the accuracy of financial data. Learn More >

ESOP Feasibility Studies

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | April 26, 2013

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 >

Five or More Types of Prevailing Wage by Advantage Resource Inc.

Prevailing Wage | April 26, 2013

Are "Prevailing Wage" and "Davis Bacon" synonymous? A common misconception is "yes". Learn More >

Using the Forfeiture Account

Forfeitures | April 26, 2013

When participants who are not fully-vested in their company contribution accounts terminate employment, their non-vested monies are usually moved into a forfeiture account. Learn More >

Designing a Defined Contribution Plan

Plan Design | March 28, 2013

Designing a tax-qualified defined contribution plan (such as profit sharing, 401(k), 403(b), or employee stock ownership plan) requires that the employer consider a number of major questions. Learn More >

Retirement Plans for Restaurants

Plan Design | January 11, 2013

We have helped a number of restaurants and restaurant chains establish or update their 401(k) retirement plans. Learn More >

ESOPs --- Obstacles and Solutions

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | January 11, 2013

Employers express various concerns when they consider establishing an Employee Stock Ownership Plan (ESOP). Learn More >

In-Plan Roth Conversions

Roth Contributions | January 10, 2013

The newly signed American Taxpayer Relief Act of 2012 (the “Act”) makes an important change to employer-sponsored retirement plans. Learn More >

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