• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Employee Benefits Law Group

Employee Benefits Law Group

Guidance. More than just Legal Advice.

  • What We Do
    • ESOPs
    • Mergers & Acquisitions
    • Governmental Employee Benefits
    • Retirement Plans
    • Equity & Executive Compensation
    • Health & Welfare Plans
  • Who We Are
    • About Us
    • Our Team
    • Hiring Benefits Lawyers
  • Resources
  • News & Events
  • Contact
Show Search
Hide Search

Resources

Home > Resources
  • ESOP
  • Mergers & Acquisitions
  • Health & Welfare
  • Retirement Plans
  • Equity & Executive Compensation
  • Government Employee Benefits
ESOP

June 29, 2015

ESOP Distributions Policies: How Can You Modify Or Amend Them?

It is a fairly common practice for ESOP plan documents to contain references to ESOP distributions "policies" that are separate from the plan document itself and that are administered, or modified or amended, by plan fiduciaries (committees, trustees or the company). Generally, the practice is ...
[Read more] about ESOP Distributions Policies: How Can You Modify Or Amend Them?

ESOP Blog,  ESOP Attorney

ESOP

June 29, 2015

How An ESOP Program Is Put Together – Some Assembly Required

Unlike the typical 401(k) plan, ESOPs aren't an "off-the-shelf" retirement plan. Each ESOP is individually designed to serve a specific set of purposes. Sellers come to ESOP specialists like us for guidance on how an ESOP can advance their company's business plan and employee benefits structure ...
[Read more] about How An ESOP Program Is Put Together – Some Assembly Required

ESOP Article

ESOP

June 29, 2015

ESOPs: Common Misperceptions

There are some common misconceptions about ESOPs that should be addressed and dispelled. Unfortunately, many less than fully informed business owners and advisers hold them as truths. Many business owners mistakenly think: An ESOP is a giveaway.I will lose control of my company.You must ...
[Read more] about ESOPs: Common Misperceptions

ESOP Blog

Health & Welfare

June 29, 2015

Employee Aggregation Rules: What You Don’t Know Can Hurt You

First In A Series It was not a dark and stormy night--at least it didn't start out that way. Instead, it was a sunny and calm afternoon, and a routine year-end review meeting was taking place between the owners of SMALLCO (a manufacturing business), their accountant and their retirement plan ...
[Read more] about Employee Aggregation Rules: What You Don’t Know Can Hurt You

Health & Welfare Blog

Health & Welfare

June 29, 2015

Employee Aggregation Rules: Controlled Groups

Second In A Series In our last episode we left our heroes spending a dark and stormy night arguing about who screwed up and failed to recognize that SMALLCO and SMALL Vineyards had to be considered one employer for employee benefit plan purposes. SMALLCO and SMALL Vineyards were ...
[Read more] about Employee Aggregation Rules: Controlled Groups

Health & Welfare Blog

Health & Welfare

June 29, 2015

Employee Aggregation Rules: Affiliated Service Groups

Third In A Series In the first two installments of this series on the aggregation of employers and employees, we spent a dark and stormy night with the owners of SMALLCO and SMALL Vineyards and their advisors learning about the controlled group rules and why the employees of the two businesses ...
[Read more] about Employee Aggregation Rules: Affiliated Service Groups

Health & Welfare Blog

Health & Welfare

June 29, 2015

Employee Aggregation Rules: Leased Employees

Fourth And Final (Whew!!) Of A Series In our first three action-packed episodes on the aggregation of employers and employees, we spent a dark and stormy night with the owners of SMALLCO and SMALL Vineyards and their advisors learning about the steamy world of controlled group rules. We ...
[Read more] about Employee Aggregation Rules: Leased Employees

Health & Welfare Blog

Retirement Plans

June 29, 2015

Pension Actuaries: Do You Need One For Your Plan?

The role of the pension actuary on the retirement plan team … Actuaries are well trained in determining pension liabilities and costs and can often quote the pension sections of the Internal Revenue Code verbatim. But do you need one? Do you have one? Whether you have one is often determined by ...
[Read more] about Pension Actuaries: Do You Need One For Your Plan?

Retirement Plans Blog

Retirement Plans

June 29, 2015

The Employee Plans Compliance Resolution System (EPCRS): When Haste DOESN’T Make Waste

I can still hear my mother saying it, "Haste makes waste, Marcel." And it is true in many situations – acting too quickly can cause mistakes that waste time and money. But it isn't always the case with qualified plan failures. In most cases, timely correction of a failure will cost you less money ...
[Read more] about The Employee Plans Compliance Resolution System (EPCRS): When Haste DOESN’T Make Waste

Retirement Plans Blog

  • « Previous
  • Go to page 1
  • Interim pages omitted …
  • Go to page 18
  • Go to page 19
  • Go to page 20
  • Go to page 21
  • Go to page 22
  • Next »
Confused by the terminology? Check our Glossary of Terms

Let’s Start a Conversation

Have questions about your current benefit plan? Want to know what your benefit plan options are? Whatever your need, we’re here to help. Fill out a hassle-free request form, and one of our team members will follow up to get you on the path to success.

 

GET IN
TOUCH

circle arrow right

Footer

Our experienced team guides you in all aspects of ESOPs, M&A due diligence, retirement plans, equity / compensation, and health and welfare benefits.
Sacramento Office
916-357-5660
620 Coolidge Drive
Suite 100
Folsom, CA
95630
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA
95110
Contact Us
    • Facebook
    • Twitter
    • LinkedIn
    • Email
Back to top arrowBack to top.

Copyright © 2021 Employee Benefits Law Group · Privacy Policy · Disclaimer · Site Design by Delos Inc