For those considering ESOP succession planning, Kevin Long compares the cost of an ESOP with a conventional third-party sale, and how selling to an ESOP can actually cost much less.
Transcript:
As ESOP attorneys, we hear this question ...
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Resources
M&A Benefits Due Diligence In Phases Lets You Decide How Much Review Is Enough
During M&A benefits due diligence, the deal lawyers we work with appreciate having ERISA counsel with serious transaction experience on their side. We understand that deal cost and time have to be kept in check. Our phased approach to employee ...
[Read more] about M&A Benefits Due Diligence In Phases Lets You Decide How Much Review Is Enough
M&A Benefits Due Diligence: Failure To File A Form 5500 Is An Expensive Problem To Acquire
In a merger or acquisition, late or never-filed Form 5500s can be an expensive benefits problem to acquire and a sign there may be other issues with the company's benefits plan. It's a potential problem we efficiently solve with M&A benefits due ...
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Form 5500: Are You Sure You Are Filing All That Are Required?
Advice on how and when to file Form 5500…
How can filing an annual return/report on a Form 5500, a relatively simple information return that does not require the payment of any taxes, become so complicated and result in such huge penalties for ...
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The Affordable Care Act During M&A Due Diligence
The Affordable Care Act is still a concern during an M&A transaction. In this podcast, Jim Paul explains why.
Transcript
The Affordable Care Act is still out there. Penalties for individuals were repealed, but employer penalties are ...
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Participant-Directed Retirement Plans: How California Public Employers Sponsoring Them Can Reduce Their Fiduciary Risk
This article looks at how California public employers sponsoring participant-directed retirement plans such 457(b) plans can reduce their potential for fiduciary liability by complying Federal Department Of Labor Code section 404(c) rules of the ...
[Read more] about Participant-Directed Retirement Plans: How California Public Employers Sponsoring Them Can Reduce Their Fiduciary Risk
Confused by the terminology? Check our Glossary of Terms