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Employee Benefits Law Group

Employee Benefits Law Group

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Employee Benefits Law Group
Home > Resources > Authored by Wendy Gilligan

Wendy Gilligan

About Wendy Gilligan

Business owners and their advisors rely on Wendy for well-designed, efficiently executed ESOP transactions. She is also known for her employee benefits due diligence work in non-ESOP mergers and acquisitions. From the transaction planning phase through closing, she represents sellers, buyers, fiduciaries and their advisors.
Learn More About Wendy

Equity & Executive Compensation

Confused About Equity-Based Compensation? Ask Yourself These 5 Questions

For companies that want to get stock into the hands of only one or a few employees, an ESOP isn't the right tool for the job. There are other options (pun intended) that provide equity-based compensation to a small number of employees. Picking the ...
[Read more] about Confused About Equity-Based Compensation? Ask Yourself These 5 Questions

Equity & Executive Compensation

You Want Your Employees to Have Stock—Here’s How to Do It Right

You're a smart employer. You've gathered a great group of employees and developed them into a high-functioning team. They've played a big role in the growth of your company and you want to reward them by giving them a "piece of the pie." But, think ...
[Read more] about You Want Your Employees to Have Stock—Here’s How to Do It Right

ESOP

How to Use a PPP Loan to Refinance ESOP Loans

Now that Congress and President Biden have extended the PPP loan application deadline to May 31, 2021, there is still time for ESOP-owned companies to consider using a PPP loan to refinance their ESOP loan. Depending on the size of the ESOP loan, a ...
[Read more] about How to Use a PPP Loan to Refinance ESOP Loans

ESOP

How An ESOP Program Is Put Together – Some Assembly Required

Updated February 8, 2021 Unlike the typical 401(k) plan, ESOPs aren't an "off-the-shelf" retirement plan. Until recently, each ESOP plan had to be individually designed to serve a specific set of purposes. The IRS recently allowed ESOP plan ...
[Read more] about How An ESOP Program Is Put Together – Some Assembly Required

Retirement Plans

Partial Withdrawal Liability – Keep Making Pension Contributions, Get Hit with a Bill Anyway

Are you considering laying off employees? Does your company contribute to a multi-employer pension fund (e.g. a union pension fund)?  If so, you need to know about the partial withdrawal liability rules.  You may already know that ...
[Read more] about Partial Withdrawal Liability – Keep Making Pension Contributions, Get Hit with a Bill Anyway

Mergers & Acquisitions

M&A Transactions: Benefits Due Diligence

Buyer's counsel brought us in on a stock sale transaction last year to handle the M&A due diligence on the seller's employee benefits. In discussing the scope of our work with seller's counsel and in-house attorneys, we laid out the options in a ...
[Read more] about M&A Transactions: Benefits Due Diligence

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Recent Mergers & Acquisitions Posts

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

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

M&A Employee Benefits Due Diligence: An Efficient Approach

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