Client Alert: November 2010

Mary Beth Gray provides a "how to" of the ESOP issues you need to consider when creating a distribution policy, and what is or is not permitted by the IRS.

Client Alert: November 2010

Mary Beth Gray provides a “how to” of the issues you need to consider when creating a distribution policy, and what is or is not permitted by the IRS. SG&F discuss diversification language in plans and what the IRS decided was the definition of a “qualified participant.”

Is an ESOP right for your company?

Use our ESOP self-assessment tool to find out.

Explore various Ownership Transition Options or replay our Introduction to ESOPs webinar.

If you would like further information about ownership transition options, please contact us. SES Advisors welcomes the opportunity to provide complimentary and confidential advice.