Learn more about the IRS five-year determination letter application filing process for individually-designed plans which became effective on January 1, 2017.
Before you are finished with your ESOP plan year administration you must complete Form 5500. We answer your questions about the 5500 and how to file it.
This article focuses on diversification rules that apply to privately-held ESOP companies. Different rules can apply to ESOPs with publicly traded securities.
As ESOPs mature, the issues that need to be addressed change.
See why employers are big on nonqualified deferred compensation plans and why key employees want to participate. This 2015 study provides an inside look.
Many companies say that a key challenge facing their ESOP participants is understanding the distribution policy. Find out how to provide answers in a clear and concise manner.
Financial Tips for Businesses provides free tools and resources to help enhance your benefits program.
We're here to help you navigate the changes ahead from the Department of Labor's fiduciary regulation. That's why we've answered some frequently asked questions about the regulation.