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
Resources
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 Penalties for individuals were repealed, but employer penalties are ...
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SBA-Guaranteed ESOP Loans: Big News For Small Business
NOTE: The changes that the Main Street Employee Ownership Act made to the Small Business Administration’s lending rules for ESOP loans to fund transactions went into effect April 1, 2019. The updated information is here.
Passage Of The ...
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Eligible Individual Account Plan: The Other Employee Stock Ownership Plan
Some companies want a way to get stock to the broader base of their workforce (with some extra "oomph" for their senior people), that is deductible and coordinates with their existing shareholder strategies, but that isn't as complex as an ESOP. Yet ...
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Confused by the terminology? Check our Glossary of Terms