In this video, Kevin Long discusses the dividend reinvestment election for ESOPs.
Transcript
ESOP participants can certainly be given the opportunity to elect to invest ESOP dividends in employer stock within the plan. However, more ...
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Resources
The SECURE Act: Immediate and Long Term Impacts on Your 401(k) Plan
The SECURE Act, signed into law in December, immediately impacts 401(k) plans with provisions that became effective January 1st, and other provisions going into effect in later years. Here is an overview of the relevant changes.
Changes Effective ...
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A DQ Tale – The Haunting Carryover of a Disqualifying Defect
A special "ChrERISAmas Story” for the benefits of our readers …
Here’s a tale that we heard from the end of 2018. It illustrates how retirement plan operational defects from years ago can cause plan qualification problems today — even if you never ...
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ESOP Reshuffling – Getting Stock To The “Have Nots”
ESOP reshuffling is a tool you can use to manage your ESOP repurchase obligation and get stock to the so-called ESOP "Have Nots."
Transcript
Speaking of benefits, this is Kevin Long. In this episode, we're going to talk about tools you ...
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Hardship Distributions And Headaches Down The Road
Note: This article is a revised version of an article published by our law firm years ago. It has been updated to reflect statutory changes under the Bipartisan Budget Act of 2018 (BBA) and proposed hardship distributions regulations published on ...
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ESOP Releveraging – Getting Stock To The “Have Nots”
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 ...
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Confused by the terminology? Check our Glossary of Terms