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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 ...
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ESOP

ESOP Plan Design And Document Drafting

Updated August 2020 If we're drafting your ESOP plan document, then you'll become familiar with our ESOP Plan Design Checklist. That checklist is what jump-starts our conversation with you about how your ESOP should be designed. This article tells ...
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ESOP

When To Choose An ESOP Succession Plan Over A Conventional Exit Strategy

An ESOP succession plan offers a number of advantages to sellers, companies and employees that no conventional exit strategy can match. However, those unique advantages are only worthwhile for those who find the very nature of ESOPs worthwhile. On ...
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ESOP

ESOP Suitability: How Much Revenue Must A Company Have To Be Big Enough?

For ESOP suitability purposes, we look at three measures of revenue: Earnings before interest, taxes, depreciation, and amortization (EBITDA);Free cash flow; and,Taxes paid. EBITDA EBITDA is usually the most significant measure appraisers ...
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Retirement Plans

ERISA Reporting And Disclosure Requirements: Eight Common Mistakes To Avoid

One: Failure to file notice of a blackout period. ERISA reporting and disclosure requirements can be daunting. Retirement plans must provide a notice to plan participants if the participants' ability to direct their investments in the will be ...
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Retirement Plans

It’s Alive – Posthumous QDROs

A small item in the Pension Protection Act of 2006 (PPA) revived the viability of qualified domestic relations orders (QDROs) entered after the death of a participant. This should concern family law attorneys, employers, plan administrators and ...
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