In this podcast we're going to talk about the advantages and considerations to ESOP releveraging, one solution for getting stock to new employees.
TRANSCRIPT
Speaking of benefits, this is Sheryl Bayani Alzona.
For ESOPs that find ...
[Read more] about ESOP Releveraging – Getting Stock To The “Have Nots”
Resources
Retirement Plan Compensation Failures: A Tale Of Two Errors
Retirement plan compensation failures are one of the top ten most common errors submitted to the IRS's Voluntary Compliance Program. In this podcast, Marcel Weiland discusses two scenarios of compensation failures in the area where we see it most ...
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ESOP Plan Responsibilities
New ESOP companies often struggle to understand the roles and fiduciary responsibilities associated with managing the plan. No wonder. The words "administrative," "administrator," and "committee" are sprinkled through the lists of responsible parties ...
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The IRS 401(k) Plan Checklist
Don't wait for an IRS audit to find out that your 401(k) plan is out of compliance.
The IRS's 401(k) Plan Checklist is a helpful tool to help assess whether your plan has fallen into the trap of the IRS's Top Ten Failures submitted for its ...
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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 ...
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Retirement Plan Participant Loan Errors: Loan Caps And Repayment
In this podcast, Marcel Weiland discusses retirement plan participant loan errors involving IRS rules governing the loan caps and repayment schedule, the potential consequences of a compliance failure to the plan sponsor and employee, and plan ...
[Read more] about Retirement Plan Participant Loan Errors: Loan Caps And Repayment