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 ...
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ESOPs Create More Valuable Companies
In this podcast, Kevin Long talks about how participatory management in an Employee Stock Ownership Company can strengthen the company for eventual sale to a third party.
Transcript
If you're thinking about an eventual exit or succession plan for your company, you really should be talking ...
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Do The Code’s Prohibited Transaction Rules Apply To ESOPs?
ESOPs are subject to the prohibited transaction rules under the Code, however, there are important exceptions for ESOPs. Watch the video to learn more.
Transcript
The prohibitive transaction rules that apply to all retirement plans contain two very important exceptions for ...
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Are There Tax Advantaged Alternatives To ESOPs, Such As Profit Sharing Plans?
Profit sharing plans are an alternative to ESOPs. In our video, we'll explain some of the differences between ESOPs and profit sharing plans.
Transcript
ESOPs aren't the only form of retirement plan that can buy or sell stock on a pretax basis. Most notably, profit sharing plans that ...
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Can We Keep An Existing Benefit Plan If An ESOP is Set Up?
A common question is if a company can keep an existing benefit plan if they have an ESOP? Watch our video for the answer.
Transcript
ESOPs are compatible with the entire range of qualified retirement plans. Typically where a company has a 401(k) plan they leave the 401(k) plan in ...
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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 ...
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ESOP Tax Deductions Rules
There are tax benefits for ESOPs. In this video, we'll discuss several ESOP tax deductions.
Transcript
The Internal Revenue Code provides several ESOP tax deductions for companies:
First, a company can distribute up to 25% of eligible payroll to an ESOP just like for a profit ...
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Can ESOPs Change Their Distribution Rules After It Is Set Up?
Companies should thoughtfully approach any changes to the ESOP's distribution rules after it is set up. Watch this video to learn more about changing distribution rules.
Transcript
As ESOPs mature, as loans are repaid, as shares are allocated, as participants get older and become ...
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Are ESOP Contributions Fully Tax Deductible?
A common question regarding ESOPs is if ESOP contributions are tax deductible. Watch our video to learn more.
Transcript
ESOP contributions are fully tax deductible whether they are in the form of stock or cash and they are deductible up to the limits of the Code which are 25% of the ...
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Confused by the terminology? Check our Glossary of Terms