Resources

ESOP Feasibility Studies

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.

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

Using the Forfeiture Account

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

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

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

ESOPs --- Obstacles and Solutions

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

In-Plan Roth Conversions

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

Structuring the Sale of Shares to a Leveraged ESOP

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

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

QDRO Payments

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

Let us help design and administer a Retirement Program that meets your needs.

Request a Quick Quote