EBLG partners Jim Paul and Marcel Weiland spoke at the 2020 L.A. Advanced Pension & 401(k) Conference in January. Jim covered pension plan eligibility issues, including the impacts of the federal SECURE Act and new state law in California. Marcel presented on how companies required to pay ...
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Coming Up
Register Now For NCEO’s 2020 Employee Ownership Conference
April 21, 2020
Early registration pricing is underway for NCEO's 2020 Employee Ownership Conference, April 21-23 in Minneapolis. As it does annually, the conference will focus on practical case studies and management tips on technical, financial, and legal topics for ESOP companies and those exploring Employee Stock Ownership Plans. EBLG's Wendy Gilligan and Sheryl Bayani-Alzona will be speaking. Stay tuned for details!
News and Wrap Up
2019 Survey: ESOPs Impact Culture, Productivity, And Profitability
The ESOP Association has been conducting an annual Economic Performance Survey of its Employee Stock Ownership Plan company members since 2000. In its 2019 release:
85% of respondents said the ESOP had a positive impact on their corporate culture. 63% said their ESOP affected their company's ...
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Corporate Governance/Internal Trustees
EBLG partner Wendy Gilligan presented Corporate Governance/Internal Trustees at The ESOP Association's 2019 CAWS Chapter Fall Conference. Unsure about your team's responsibilities and potential liabilities? Team & Fiduciary Responsibilities covers some basics. ...
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The ESOP Repurchase Obligation
The ESOP repurchase obligation requires ESOP companies to repurchase stock from departing and diversifying employees. Members of the National Center for Employee Ownership (NCEO) can access ESOP attorney Kevin Long's webcast, Handling The Repurchase Obligation: Legal Issues. In this presentation he ...
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Ken Ruthenberg And ESOP Attorney Kevin Long Named Among Best Lawyers In America
Best Lawyers in America has again honored Employee Benefits Law Group by naming Ken Ruthenberg and ESOP Attorney Kevin Long to its list. Both have earned the recognition every year since 2001.
For over 30 years, Best Lawyers has used a peer-reviewed survey of more than eight million ...
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NIPA Presentation: Late Deferral Deposit Corrections
Late deferrals are prohibited transactions under ERISA section 406(a) and fiduciary breaches. As far as the Department of Labor is concerned, there's no such thing as "a little late." The agency is known for aggressively pursuing late deferral deposits.
On March 22, 2019 EBLG Partner Marcel ...
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ASPPA Webcast: Self-Correction of Failures Not Addressed in EPCRS
EBLG Partner Jim Paul took attendees on a deep dive through the IRS's Self-Correction Program (SCP) in this April webcast. Starting with general correction principles, he covered case studies taken from real-life experiences — everything from commonplace to creative problem solving to "do not try ...
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EBLG 2018 News
EBLG Anniversary
October 24, 2018 | Employee Benefits Law Group Celebrates First Anniversary
When we changed our name in 2017, our goal was to take the focus off ourselves and put it where it belongs—on our clients, colleagues and our entire staff. For nearly 30 years, we’ve provided ...
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