Employee benefits due diligence during a transaction can protect buyers from unpleasant surprises post-closing and give sellers a negotiating edge by ensuring that their benefits plans have a clean bill of health. It provides confidence to both sides ...
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Resources
2018 Disability Claims Regulations Apply To More Than Just Disability Plans
Do They Apply to Your Plans?
In April 2018, new disability benefit claims regulations from the Department of Labor (DOL) went into effect.
The regulations apply to more than just ERISA plans that provide disability benefits in a traditional ...
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ESOP Planning: How Many Shares Should The Owner Sell
Figuring out how many shares to sell to the ESOP is a fundamental decision part of the planning process. In the final installment of our 4-part series, we look at some of the factors in play when making that calculation. In Part 1 we look at ESOP ...
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ESOP Succession Planning: A Powerful Tool For Your Business
An ESOP can be a powerful succession planning tool for your business. But relatively few advisors in the marketplace know enough about ESOPs to give you the information you need. We'll give you a head start. Here are five ways ...
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Plan Loan Correction – Good News From The IRS
In today's episode, we talk about new opportunities from the IRS to self-correct plan participant loan errors, which previously were the fourth most common error found in the IRS's more complex Voluntary Correction ...
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Switching Record-Keepers? Avoid Common Pitfalls
Plan sponsors seriously disadvantage themselves and their plan participants by announcing the migration of their plan from one record-keeper to a new record-keeper before all the conditions for a smooth transition have been fulfilled.
There are ...
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Confused by the terminology? Check our Glossary of Terms