Resources

Cash Balance Plans Explained - 2024

Cash balance plans offer high contribution limits and flexibility. Learn More >

Tracking Compensation and Getting It Right

According to the IRS, one of the most common mistakes that employers make when administering their retirement plans is using the wrong employee compensation. Learn More >

Why Hire an Unbundled Service Provider?

An “unbundled” service arrangement for plan administration provides many advantages to an employer. Learn More >

Employee Stock Ownership Plans: Impacts from Recent Tax Reform

ESOPs will be indirectly impacted by the new Tax Cuts and Jobs Act. Learn More >

Dispelling the Myth: Is a 3(16) Fiduciary Really Necessary?

Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >

Advantages and Disadvantages of a 1042 Election

A 1042 Election can have significant tax advantages for the seller to an ESOP, but there are strict requirements related to this election, as well. Learn More >

Promoting Success with Employee Stock Ownership Plans

Some feel that in the coming decades the ownership to be promoted will be an employee’s ownership in his or her employer – through Employee Stock Ownership Plans (ESOPs). Learn More >

Price Protection in ESOPs

A unique problem arises when the owners of a company are ready to sell more shares to the ESOP, and they want the ESOP to borrow money in order to purchase the shares. Learn More >

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

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 >

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 >

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