Resources

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 >

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 >

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 >

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 >

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