• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Employee Benefits Law Group

Employee Benefits Law Group

Guidance. More than just Legal Advice.

  • What We Do
    • ESOPs
    • Mergers & Acquisitions
    • Governmental Employee Benefits
    • Retirement Plans
    • Equity & Executive Compensation
    • Health & Welfare Plans
  • Who We Are
    • About Us
    • Our Team
    • Hiring Benefits Lawyers
  • Resources
  • News & Events
  • Contact
Show Search
Hide Search

Jim Paul

Home > Resources > Authored by 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

Retirement Plans

July 27, 2020

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 with multiple, unrelated employers. Assets are ...
[Read more] about Pooled Employer Plans – Coming Soon

Retirement Plans

Mergers & Acquisitions

July 27, 2020

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 – after closing – about what wasn’t spotted. For ...
[Read more] about Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed

Mergers & Acquisitions

Retirement Plans

March 31, 2020

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 now.   In-Service ...
[Read more] about CARES Act – Retirement Plan Loans & Distributions Relief For Employees

Retirement Plans Corona Virus Employee Benefits,  Coronavirus CARES Act

Retirement Plans

March 26, 2020

Your Employee Benefits Plans – What You Need To Think About Right Now

Businesses large and small are hustling to continue operations, manage cash flow and avoid layoffs and terminations if possible. We've been through this before and we're ready to share our employee benefits experience from past economic disruptions. We're available to provide guidance about ...
[Read more] about Your Employee Benefits Plans – What You Need To Think About Right Now

Retirement Plans

Retirement Plans Podcast

February 19, 2020

Managing Retirement Plan Risk – What Executives, Directors And Business Owners Should Know

Officers, directors and business owners can have personal liability if the company’s retirement plans aren’t properly managed.  Do you know who your plan fiduciaries are? Do you know if you’re one of them? TRANSCRIPT Speaking of benefits, this is Jim Paul. Today we're going to be ...
[Read more] about Managing Retirement Plan Risk – What Executives, Directors And Business Owners Should Know

Retirement Plans retirement plan fiduciary liability

Retirement Plans

January 16, 2020

The SECURE Act: Immediate And Long Term Impacts On Your 401(k) Plan

The SECURE Act, signed into law in December, immediately impacts 401(k) plans with provisions that became effective January 1st, and other provisions going into effect in later years. Here is an overview of the relevant changes. Changes Effective Now For 401(k) Safe Harbor Plans that use ...
[Read more] about The SECURE Act: Immediate And Long Term Impacts On Your 401(k) Plan

Retirement Plans

Retirement Plans Podcast

May 29, 2019

Plan Loan Correction – Good News From The IRS

In today's episode, we talk about new opportunities from the IRS to self-correct plan participant loan errors, which previously were the fourth most common error found in the IRS's more complex Voluntary Correction Program. Transcript Speaking of Benefits, this is Jim Paul. In ...
[Read more] about Plan Loan Correction – Good News From The IRS

Retirement Plans Plan Loan Default

Mergers & Acquisitions Podcast

December 5, 2018

The Affordable Care Act During M&A Due Diligence

The Affordable Care Act is still a concern during an M&A transaction. In this podcast, Jim Paul explains why. Transcript The Affordable Care Act is still out there. Penalties for individuals were repealed, but employer penalties are still in effect. The IRS has started sending out ...
[Read more] about The Affordable Care Act During M&A Due Diligence

Mergers & Acquisitions Blog

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

 

GET IN
TOUCH

circle arrow right

Footer

Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
620 Coolidge Drive
Suite 100
Folsom, CA
95630
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA
95110
Contact Us
    • Facebook
    • Twitter
    • LinkedIn
    • Email
Back to top arrowBack to top.

Copyright © 2021 Employee Benefits Law Group · Privacy Policy · Disclaimer · Site Design by Delos Inc