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Employee Benefits Law Group

Employee Benefits Law Group

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ESOP

What Are the Fiduciary Risks of an ESOP Malfunction?

While there are a number of benefits associated with ESOPs, they can present problems and complications. Understanding the fiduciary risks of an ESOP malfunction helps you avoid them. Learn more in our video.   Fiduciary Risks There are ...
[Read more] about What Are the Fiduciary Risks of an ESOP Malfunction?

ESOP

Must an ESOP Company Respond to an Offer to Purchase?

An ESOP company needs to understand what it should do if an offer to purchase is made. Watch our video to learn more about having the proper procedures in place.   Transcript This is a very dynamic and evolving area of the law involving ...
[Read more] about Must an ESOP Company Respond to an Offer to Purchase?

Retirement Plans

Pooled Employer Plans – Coming Soon

Last December before panic set in, Congress passed the SECURE Act.  Beginning in 2021, banks, insurance companies, and other financial institutions may begin offering Pooled Employer Plans (PEPs). A PEP is a 401(k) or profit-sharing plan ...
[Read more] about Pooled Employer Plans – Coming Soon

Mergers & Acquisitions

Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed

Thankfully, mergers and acquisitions continue at a good pace even in this impacted economy. We do still see buyers and sellers that struggle with employee benefit due diligence issues though. Deal counsel often gets calls from their clients – ...
[Read more] about Benefit Plans in M&A Deals – Avoiding That Call After the Deal Has Closed

ESOP

If Our Company Chooses Not to Go with an ESOP, What Other Strategies Are There?

An Eligible Individual Account Plan (EIAP) may be a good option for a company that decides not to use an ESOP. We discuss this strategy in our video.   Transcript If a company determines that an ESOP is not appropriate, the other ...
[Read more] about If Our Company Chooses Not to Go with an ESOP, What Other Strategies Are There?

ESOP

How Much Control Does the ESOP Trustee Have?

In this video, we discuss how much control the ESOP trustee has in the ESOP.   Transcript Typically when we are presented with this question, it's out of a concern that putting the shares in the hands of a trustee is going to result in ...
[Read more] about How Much Control Does the ESOP Trustee Have?

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Confused by the terminology? Check our Glossary of Terms

Recent ESOP Posts

ESOPs Don’t Improve Company Performance? What?

ESOPs as an Exit Strategy

The Epic Tale of the RobbJack Corporation ESOP– An Interview with Their Chairman of the Board, Mr. David Baker

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