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Employee Benefits Law Group

Employee Benefits Law Group

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Equity & Executive Compensation

Equity Sharing In Compensation Planning

Updated November 2021 Stock-based compensation is a staple of senior executives and key management employees in privately held companies. In public companies it is typically broad based as well. In both publicly traded and privately held ...
[Read more] about Equity Sharing In Compensation Planning

Retirement Plans

2018 Disability Claims Regulations Apply To More Than Just Disability Plans

Do They Apply to Your Plans? In April 2018, new disability benefit claims regulations from the Department of Labor (DOL) went into effect. The regulations apply to more than just ERISA plans that provide disability benefits in a traditional ...
[Read more] about 2018 Disability Claims Regulations Apply To More Than Just Disability Plans

ESOP

ESOP Succession Planning: A Powerful Tool For Your Business

An ESOP can be a powerful succession planning tool for your business.  But relatively few advisors in the marketplace know enough about ESOPs to give you the information you need.  We'll give you a head start. Here are five ways ...
[Read more] about ESOP Succession Planning: A Powerful Tool For Your Business

Retirement Plans

Switching Record-Keepers? Avoid Common Pitfalls

Plan sponsors seriously disadvantage themselves and their plan participants by announcing the migration of their plan from one record-keeper to a new record-keeper before all the conditions for a smooth transition have been fulfilled. There are ...
[Read more] about Switching Record-Keepers? Avoid Common Pitfalls

Government Employee Benefits

Public Employer Plans: Giving Employees Benefit Choices Can Lead To Problems

When our public agency clients negotiate with their collectively bargained employees, both sides strive to make the most of limited compensation and benefits dollars. Sometimes the parties believe they can create greater value by letting the ...
[Read more] about Public Employer Plans: Giving Employees Benefit Choices Can Lead To Problems

Mergers & Acquisitions Podcast

M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions

As part of M&A due diligence we review for plan eligibility errors, one of the IRS's noted top 10 most common retirement plan errors submitted to its Voluntary Correction Program. According to the IRS, this mistake most often surfaces as a result ...
[Read more] about M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions

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Recent Mergers & Acquisitions Posts

M&A Benefits – How to Avoid an Employee Benefits Train Wreck in Your Next Deal

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

M&A Transactions: Benefits Due Diligence

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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.
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