The Importance of the ESOP Timeline
It’s the start of a brand new Plan Year and my Blue Ridge Administrator is asking me to participate in an annual...
What exactly is the Summary Annual Report and what do I do with it?
The Summary Annual Report (SAR) is a summary of the IRS Form 5500 that must be distributed to all plan participants....
Changing up ESOP annual meetings at D-C Elevator
“We’ve changed it up quite a bit over the years,” Renny Ross, Human Resources Manager at D-C Elevator Company,...
ESOP Hours of Service
The hours of service is an important piece of information you will provide to your ESOP third party administrator...
Factors in ESOP Committee Success at Robin Industries
The ESOP Communication Committee at Robin Industries started its first year with a bang! They held a T- shirt...
Your ESOP and S Corporation Distributions
It’s not unusual for an S Corporation to find that contributions to the company’s ESOP and 401(k) plans might...
Understanding Roles & Responsibilities Matters in an ESOP
"The reactions we were seeing made no sense at all,” declared the V.P of Operations at an ESOP-owned service...
See differently, think differently, act differently, achieve different results
At the ESOP Association’s Vegas Conference, I presented with Ben Wells of Dinsome & Shohl on Unleashing Your...
10 Facts You Should Know Regarding ERISA Fidelity Bonds
The Employee Retirement Income Security Act of 1974 (ERISA) requires that every fiduciary of an employee benefit...