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Employee Benefits Law Group

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ESOP

Eligible Individual Account Plan: The Other Employee Stock Ownership Plan

Some companies want a way to get stock to the broader base of their workforce (with some extra "oomph" for their senior people), that is deductible and coordinates with their existing shareholder strategies, but that isn't as complex as an ESOP. Yet ...
[Read more] about Eligible Individual Account Plan: The Other Employee Stock Ownership Plan

ESOP

ESOP Trustee Indemnification: Three Things To Remember

In this article, we're revisiting three court cases involving ESOP fiduciary indemnification that left some head-scratching over when and how an ESOP company can indemnify its ESOP trustees. This year being the fifth anniversary of the last ...
[Read more] about ESOP Trustee Indemnification: Three Things To Remember

Mergers & Acquisitions

Withdrawal Liability: Heavenly Hana LLC v. Hotel Union & Hotel Industry of Hawaii Pension Plan

In what should serve as a clear warning to buyers acquiring assets involving multi-employer pension plans (MEPs), the Ninth Circuit Court of Appeals' June 1 decision put the onus on buyers to ensure that withdrawal liability is accounted for during ...
[Read more] about Withdrawal Liability: Heavenly Hana LLC v. Hotel Union & Hotel Industry of Hawaii Pension Plan

Retirement Plans

ESOP Distribution: Court Decided Validity

Two questions were at the heart of an retirement plan court case involving an ESOP distribution that was decided in 2018: When is a retirement plan distribution a distribution?Is a retirement plan distribution subject to state law or the federal ...
[Read more] about ESOP Distribution: Court Decided Validity

Equity & Executive Compensation

Two Truths About Establishing An Equity Compensation Plan That Are Imperative To Its Success

We hear over and over from our clients and referral sources looking for solutions to long-term equity incentive compensation planning, "I'd like to compensate my employees in stock to incentivize them and motivate them to help grow the company." This ...
[Read more] about Two Truths About Establishing An Equity Compensation Plan That Are Imperative To Its Success

ESOP

The Two Main Takeaways From 2017’s ESOP Conferences

We have a dedicated purpose to maintain and continue to develop our position as thought leaders in the ESOP arena to meet the ever changing and evolving needs of our clients. This is not a static area in which we practice. It's very dynamic and ...
[Read more] about The Two Main Takeaways From 2017’s ESOP Conferences

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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?

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