• 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
    • Government Plans
    • Retirement Plans
    • Equity & Executive Compensation
    • Health & Welfare Plans
  • Our Team
  • Resources
  • Contact
Employee Benefits Law Group
Home > Resources

Resources

  • ESOP
  • Mergers & Acquisitions
  • Health & Welfare
  • Retirement Plans
  • Equity & Executive Compensation
  • Government Employee Benefits
  • EBLG News
Retirement Plans

Oops! We’re in a Controlled Group of Companies. What Happens to Our 401(k) Plan Now?!

Whether you made the mistake of thinking that you were or were not in either a controlled group of companies (CG) or an affiliated service group (ASG), your plan will have fundamental tax qualification issues that must be corrected before you wind up ...
[Read more] about Oops! We’re in a Controlled Group of Companies. What Happens to Our 401(k) Plan Now?!

ESOP Podcast

Two Truths and a Lie

In this podcast episode, Senior Attorney Sheryl Bayani-Alzona discusses ESOP transactions and how they are funded. Transcript Speaking of Benefits, this is Sheryl Bayani-Alzona. In this episode, we are going to talk about three things ...
[Read more] about Two Truths and a Lie

Equity & Executive Compensation

Confused About Equity-Based Compensation? Ask Yourself These 5 Questions

For companies that want to get stock into the hands of only one or a few employees, an ESOP isn't the right tool for the job. There are other options (pun intended) that provide equity-based compensation to a small number of employees. Picking the ...
[Read more] about Confused About Equity-Based Compensation? Ask Yourself These 5 Questions

ESOP

Tax-Deductible Dividends: A Win for Employers and Employees

Tax-deductible dividends! The powerful, but forgotten incentive for your employees. What?! What if you could grant or bonus stock to your employees and your company could deduct the price of the shares?  What if you could then declare, ...
[Read more] about Tax-Deductible Dividends: A Win for Employers and Employees

Equity & Executive Compensation

Equity Sharing In Compensation Planning

Updated November 2021 Stock-based compensation is a staple of senior executives and key management employees in privately held companies. In public companies it is typically broad based as well. In both publicly traded and privately held ...
[Read more] about Equity Sharing In Compensation Planning

Retirement Plans

Retirement Plans – IRS Gives New Options for Voluntary Correction But Also Takes Away

The IRS recently issued new guidance for voluntary correction of retirement plan qualification errors in Revenue Procedure 2021-30 (Rev. Proc).  The IRS has given practitioners more options for self-correction, including extension of the time for ...
[Read more] about Retirement Plans – IRS Gives New Options for Voluntary Correction But Also Takes Away

  • « Previous
  • Go to page 1
  • Go to page 2
  • Go to page 3
  • Go to page 4
  • Go to page 5
  • Interim pages omitted …
  • Go to page 36
  • Next »
Confused by the terminology? Check our Glossary of Terms

Recent Retirement Plans Posts

Have You Been Keeping Up with Benefits Law Changes?

Partial Withdrawal Liability – Keep Making Pension Contributions, Get Hit with a Bill Anyway

Pooled Employer Plans – Coming Soon

Don’t Miss Out! Subscribe

We cover all things employee benefits law.

Privacy Policy

We never share your info.

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

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
11231 Gold Express Dr.
Suite 108
Gold River, CA 95670
San Jose Office
408-467-3860
2033 Gateway Place
Suite 500
San Jose, CA 95110
Phoenix Office
2550 W. Union Hills Dr.
Phoenix, AZ 85027
Los Angeles Office
310-571-8896
10880 Wilshire Blvd
Suite 1101
Los Angeles, CA
90024
San Diego Office
916-357-5660
550 West B Street
San Diego, CA 92101
  • LinkedIn
  • Email

Copyright © 2023 Employee Benefits Law Group · Privacy Policy · Site Design by Delos Incorporated