• 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
    • 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
  • EBLG News
ESOP

How to Use a PPP Loan to Refinance ESOP Loans

Now that Congress and President Biden have extended the PPP loan application deadline to May 31, 2021, there is still time for ESOP-owned companies to consider using a PPP loan to refinance their ESOP loan. Depending on the size of the ESOP loan, a ...
[Read more] about How to Use a PPP Loan to Refinance ESOP Loans

ESOP

Is an ESOP Right for Your Business?

An ESOP can be a good option for business owners who want to transfer the ownership of their company over time. These are the top four questions we receive from clients who are starting to investigate an ESOP. How do we find out if an ESOP is a ...
[Read more] about Is an ESOP Right for Your Business?

ESOP

ESOP Feasibility vs. Suitability

Hello Mr. Long… We're thinking about doing an ESOP and heard that we need a feasibility study. Do you do that? That's the way these conversations usually start. The client is thinking about an ESOP and may have been told that the first thing they ...
[Read more] about ESOP Feasibility vs. Suitability

ESOP

How An ESOP Program Is Put Together – Some Assembly Required

Updated February 8, 2021 Unlike the typical 401(k) plan, ESOPs aren't an "off-the-shelf" retirement plan. Until recently, each ESOP plan had to be individually designed to serve a specific set of purposes. The IRS recently allowed ESOP plan ...
[Read more] about How An ESOP Program Is Put Together – Some Assembly Required

ESOP

Who Are the ESOP’s Trustees and How Do I Determine That?

ESOP trustees are selected by the Board of Directors. Watch our video to learn more about how to choose your ESOP trustees.   ESOP Trustees The law requires the board to be responsible for the prudent selection, monitoring, ...
[Read more] about Who Are the ESOP’s Trustees and How Do I Determine That?

ESOP

Who Is Legally Responsible for Valuing the ESOP Stock?

The ESOP appraisal process is the legal responsibility of the trustee. Learn more about the process in this video.   ESOP Valuation The ESOP trustee is the owner of the shares and must report the value of the stock ...
[Read more] about Who Is Legally Responsible for Valuing the ESOP Stock?

  • « Previous
  • Page 1
  • Interim pages omitted …
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Interim pages omitted …
  • Page 35
  • Next »
Confused by the terminology? Check our Glossary of Terms

Recent ESOP Posts

Selling an ESOP Company

The Top 5 “Speed Bumps” When Terminating an ESOP

What Can an ESOP Invest in Other Than Company Stock?

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 © 2025 Employee Benefits Law Group · Privacy Policy · Site Design by Delos Incorporated