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Retirement Plans

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

What is an accountant's role in your annual return/report (Form 5500)? Conventional wisdom says that accountants or auditors have an integral role to play in the preparation of the annual report for employee benefit plans, from both a financial and a ...
[Read more] about Form 5500: The Role of the Accountant and the Audit Report

Retirement Plans

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

This is the third in a series of articles designed to inform you of the significance of the so-called "coverage rules" and the "minimum participation rules" applicable to qualified retirement plans, (here are Part 1 and Part 2 if you missed them). In ...
[Read more] about Coverage Rules For 401(k)’s and Other Qualified Plans – Part 3. Average Benefit Test and the Minimum Participation Rule

ESOP

Corporate Governance for Private ESOP Companies

Retirement plans are the principal institutional shareholders in the stock markets. These institutional investors believe that sound corporate governance is a key ingredient in successful companies. To maximize their returns, they look for companies ...
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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 ...
[Read more] about How An ESOP Program Is Put Together – Some Assembly Required

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 ...
[Read more] about ESOP Plan Design And Document Drafting

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 ...
[Read more] about When To Choose An ESOP Succession Plan Over A Conventional Exit Strategy

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