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Structuring the Sale of Shares to a Leveraged ESOP

ESOPs | October 23, 2012

We’ve heard some interesting discussion recently about several ways attorneys have structured these sales; and we thought it was worth sharing. Learn More >

Required Minimum Distribution Basics

Required Minimum Distributions | October 19, 2012

IRAs and qualified retirement plans are common means to save for retirement. Learn More >

QDRO Payments

QDROs | September 28, 2012

What is a Domestic Relations Order (DRO)? Learn More >

Welfare Plan Filings

Welfare Plans | July 31, 2012

Each year, we receive many questions regarding the Form 5500 filing requirements for welfare benefit plans that are covered by ERISA. Learn More >

Baby Boomer Exit Strategies Using a Leveraged ESOP

ESOPs | July 17, 2012

What are the advantages to using a leveraged Employee Stock Ownership Plan (ESOP) to create that market instead of looking for an outside buyer for the stock? Learn More >

The Ideal 401(k) Platform with Investment Options

Plan Design | July 12, 2012

People frequently ask us what constitutes the ideal 401(k) arrangement when offering investment options. Learn More >

Registry for Unclaimed Retirement Benefits

Lost Participants | July 12, 2012

A major frustration in plan administration is locating employees who have left the employer and have not provided a forwarding address for the processing of any benefits due to them from the plan. Learn More >

Combining ESOPs and 401(k) Plans

ESOPs | April 25, 2012

Most companies that sponsor an Employee Stock Ownership Plan (ESOP) also sponsor a separate 401(k) plan. Learn More >

Annuities in 401(k) Plans

Investments | April 19, 2012

Many of today’s employees may find themselves retiring with funds that might not last a lifetime. Learn More >

Employee Stock Ownership Plans and "Rebalancing"

Amber M. Lloyd, APA, CMFC, CFP®, ERPA | ESOPs | April 12, 2012

The Internal Revenue Service made it clear that the right to be invested in employer stock is not a protected benefit. Learn More >

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