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Employee Benefits Law Group

Employee Benefits Law Group

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ESOP Podcast

ESOP Education Challenges

In this podcast episode, Kevin Long interviews Sheryl Bayani-Alzona and Nataki Gregory about their experience working with CT3, a new ESOP company. They discuss the challenges and successes of the ESOP transaction and how they were able to build a ...
[Read more] about ESOP Education Challenges

ESOP

What Is a Non-leveraged ESOP?

A non-leveraged ESOP does not involve borrowed funds to acquire the sponsoring employer’s stock. It is funded by contributions of cash or stock directly from the employer sponsor. Learn more in the video.   Non-leveraged ...
[Read more] about What Is a Non-leveraged ESOP?

ESOP

ESOP Distributions: Problems to Avoid

Any ESOP attorney or consultant can tell you that ESOP distributions can be the most complex and challenging area of ESOP design and administration. As discussed in detail in our articles Designing And Drafting ESOPs[1], and Avoiding ERISA Liability ...
[Read more] about ESOP Distributions: Problems to Avoid

Retirement Plans

ERISA Section 510 Claims

ERISA section 510 makes it unlawful for any person to discharge, fine, suspend, expel, discipline, or discriminate against a participant or beneficiary for exercising any right to which he is entitled or may become entitled under an ERISA plan. ...
[Read more] about ERISA Section 510 Claims

Retirement Plans

What It Means To Be An ERISA Fiduciary

An overview of ERISA fiduciary rules... ERISA's definition of "fiduciary" basically encompasses three categories of responsibility or activities with respect to an employee benefit plan. In addition to anyone who is specifically named as a ...
[Read more] about What It Means To Be An ERISA Fiduciary

Retirement Plans

ERISA Reporting Requirements

ERISA reporting requirements, as well as other retirement plan reporting requirements, can be daunting for plan sponsors and administrators new to the process. This article is an introduction to those requirements and responsibilities. Form ...
[Read more] about ERISA Reporting Requirements

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Confused by the terminology? Check our Glossary of Terms

Recent Retirement Plans Posts

Controlled Group or Affiliated Service Group? What That Means for Your 401(k) Plan Compliance

Form 5500: The Role of the Accountant and the Audit Report

Coverage Rules For 401(k)’s and Other Qualified Plans – Part 3. Average Benefit Test and the Minimum Participation Rule

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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
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