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 >
Are "Prevailing Wage" and "Davis Bacon" synonymous? A common misconception is "yes". Learn More >
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 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 >
We have helped a number of restaurants and restaurant chains establish or update their 401(k) retirement plans. Learn More >
Employers express various concerns when they consider establishing an Employee Stock Ownership Plan (ESOP). Learn More >
The newly signed American Taxpayer Relief Act of 2012 (the “Act”) makes an important change to employer-sponsored retirement plans. Learn More >
We’ve heard some interesting discussion recently about several ways attorneys have structured these sales; and we thought it was worth sharing. Learn More >
IRAs and qualified retirement plans are common means to save for retirement. Learn More >
What is a Domestic Relations Order (DRO)? Learn More >
Let us help design and administer a Retirement Program that meets your needs.
View the employee benefit indexed limitations for the 2020 plan year, released by the IRS.
The circular calculation of compensation for an owner can be tricky.