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Definition of a Terminated ESOP Participant – Is the Terminated Participant “Disabled?”
It’s that time of year again. Time to put together year-end information for your third-party administrator. We get many questions on how some …
ESOP Advocacy: Protect & Promote Pro-ESOP Laws in the U.S.
When the Employee Retirement Income Security Act (ERISA) was enacted in 1974, the number of businesses taking advantage of new tax incentives for …
Who is a Good ESOP Candidate?
ESOPs operate successfully in a broad range of companies—large and small, public and private. The ideal private company candidate will meet most of …
Will Forming an ESOP Cause You to Lose Control of Your Company?
Business owners who haven’t yet established an ESOP often wonder if doing so will cause them to lose control of their company. This …
Transitioning Your Business – Do You Have a Plan?
August 15, 2012 – Of the more than 12 million privately owned businesses in the U.S., 70% will be changing hands in the …