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Employee Benefits Law Group

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Home > Resources > Authored by Jim Paul

Jim Paul

About Jim Paul

Jim has done almost everything in the employee benefits arena, from 401(k) plan compliance and corrections to executive compensation, due diligence and counseling employers on benefits issues in mergers and acquisitions. The problems that he has not solved are few and far between. His clients rely on him for practical, efficient, effective guidance.
Learn More About Jim

ESOP

Selling an ESOP Company

You are the CEO of a very successful, 100% ESOP owned S corporation. The company is profitable and running very well, paying no federal or state income taxes. The employees are happy. Out of the blue, you get an offer from a third ...
[Read more] about Selling an ESOP Company

Mergers & Acquisitions

M&A Benefits – How to Avoid an Employee Benefits Train Wreck in Your Next Deal

If the closing date is approaching on the purchase/sale of your or your client's company and you still don't have a plan for transitioning employee benefits, the result can be a train wreck. The seller can end up with liabilities they didn't ...
[Read more] about M&A Benefits – How to Avoid an Employee Benefits Train Wreck in Your Next Deal

Retirement Plans

Have You Been Keeping Up with Benefits Law Changes?

Quick! Raise your hand if you remember the SECURE Act (Setting Every Community Up for Retirement Enhancement Act of 2019). It was signed into law on December 20, 2019 (for those keeping score, it passed the House with a vote of ...
[Read more] about Have You Been Keeping Up with Benefits Law Changes?

Retirement Plans

Pooled Employer Plans – Coming Soon

Last December before panic set in, Congress passed the SECURE Act.  Beginning in 2021, banks, insurance companies, and other financial institutions may begin offering Pooled Employer Plans (PEPs). A PEP is a 401(k) or profit-sharing plan ...
[Read more] about Pooled Employer Plans – Coming Soon

Mergers & Acquisitions

Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed

Thankfully, mergers and acquisitions continue at a good pace even in this impacted economy. We do still see buyers and sellers that struggle with employee benefit due diligence issues though. Deal counsel often gets calls from their clients – ...
[Read more] about Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed

Retirement Plans

CARES Act – Retirement Plan Loans & Distributions Relief For Employees

The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27th, providing relief for employees in the form of expanded retirement plan loan and distribution options.  Here's what plan sponsors should know right ...
[Read more] about CARES Act – Retirement Plan Loans & Distributions Relief For Employees

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Recent Retirement Plans Posts

Controlled Group or Affiliated Service Group? What That Means for Your 401(k) Plan Compliance

Form 5500: The Role of the Accountant and the Audit Report

Coverage Rules For 401(k)’s and Other Qualified Plans – Part 3. Average Benefit Test and the Minimum Participation Rule

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