SES ESOP Strategies Reports 23 Closed Transactions in the Fourth Quarter of 2018
In the fourth quarter of 2018, SES ESOP Strategies helped numerous companies achieve their Employee Stock Ownership Plan (ESOP) goals. The highlights include: …
Why Should Architectural Firms Consider Selling to an ESOP?
When contemplating a sale of their business, the owners of a Company have several alternatives to consider. They can (1) sell to a …
BUSINESS EXPERTise: Finance/Tax
August 1, 2018By: Edward C. Renenger and Mark B. RussellPennsylvania Chamber of Business & Industry: Catalyst Q: Why Might an Owner Sell to an …
How to Handle Rehired Employees
When a Plan participant who had previously terminated employment is rehired, questions inevitably arise. When is an employee eligible to actively participate again? …
ESOP Diversification: What Is It and What Is Required?
Section 401(a)(28)(B) of the Internal Revenue Code creates a requirement for ESOPs holding employer securities to allow for the diversification of a participant’s stock account once they become a Qualified Participant.