Sheryl Bayani-Alzona, Author at Employee Benefits Law Group

About Sheryl Bayani-Alzona

Sheryl guides her clients throughout the life of an ESOP, from the initial transaction and ongoing compliance and sustainability, through plan termination. Her clients rely on her when they are considering a liquidity event, a business succession plan, a plan to share equity with their employees, or as the first line of defense in the event of a DOL or IRS inquiry.
Learn More About Sheryl

July 11, 2019 By Sheryl Bayani-Alzona

How Many Shares Should an Owner Sell to the ESOP?

Figuring out how many shares to sell to the ESOP is a fundamental decision in planning for an employee stock ownership plan (ESOP). Owners are often surprised that this decision-making process helps them clarify their short- and long-term goals for both themselves and their companies. A number of ...
[Read more] about How Many Shares Should an Owner Sell to the ESOP?

April 10, 2018 By Sheryl Bayani-Alzona

Retirement Plan Distributions: A Question of When

Two questions were at the heart of a retirement plan court case that was decided in 2018: When is a retirement plan distribution a distribution?Is a retirement plan distribution subject to state law or the federal Employee Retirement Income Security Act (ERISA)? Majors Plastics is a 100% ...
[Read more] about Retirement Plan Distributions: A Question of When

June 15, 2017 By Sheryl Bayani-Alzona

How to Determine If an ESOP Is Right for You

Employee stock ownership plans (ESOPs) offer compelling advantages for business owners, companies and their employees. Out of all the business planning options out there, they stand out because of their flexibility. ESOPs Can Deliver Many Options, Benefits and Possibilities They can: Lower ...
[Read more] about How to Determine If an ESOP Is Right for You