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Resources

Retirement Plans for Restaurants

Plan Design |

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

ESOPs --- Obstacles and Solutions

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

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

In-Plan Roth Conversions

Roth Contributions |

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

ESOPs |

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 |

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

QDRO Payments

QDROs |

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

Welfare Plan Filings

Welfare Plans |

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 |

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 |

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

Registry for Unclaimed Retirement Benefits

Lost Participants |

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 >

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