ESOP Valuation Rules: 50 Years in the Making, and Still Uncertain
The Long Road to ESOP Valuation Rules At the core of every ESOP transaction and ongoing ESOP administration is...
Electronic Filing for Forms 5558 and 5330
Electronic filing is now available for Forms 5558 and 5330 There's good news for retirement plan sponsors and...
Re-Energizing ESOP Engagement Through Games and Connection
Re-Energizing ESOP Engagement at Carris Reels As one of the nation’s leading champions of employee ownership,...
Beyond the Statement: Helping Employees See Your ESOP’s Value
Turning ESOP Communication into an Opportunity When you look at an ESOP statement, what do you see? A legal requirement...
Required Minimum Distributions (RMDs) – Year End Reminder
As 2024 concludes, it's crucial to ensure that all eligible plan participants have received their Required Minimum...
Five Things Your TPA Wishes You Knew
5 Key Insights for Smoother Plan Administration As many Plans have wrapped up allocation and reporting tasks for...
Communicating with Plan Participants in a Foreign Language
Plan sponsors can find it challenging to communicate information about a Company’s retirement plans. Even for...
IRS/DOL Corner – December 2024
On November 1, 2024, the IRS announced cost of living adjustments affecting qualified retirement plans for 2025. Selected...
How to Review Your ESOP Reports
Managing an Employee Stock Ownership Plan (ESOP) involves much oversight. As a Plan Sponsor reviewing the reports...