Sacramento 916-357-5660 | Los Angeles 310-571-8896 | San Jose 408-467-3860

Resource Center

Employee Benefit Legal Article Library

ESOP | Government Plans | Retirement Plans | Equity & Executive CompensationHealth & Welfare | Fiduciary

ESOP

Dividends Versus Distributions in ESOP Planning

Read More

ESOP Diversification Myths and Misunderstandings

Read More

ESOP Refinancing: Fiduciary Duties

Read More

The U.S. Department of Labor and Certain Recurring ESOP Violations:
If They've See it Once They've Seen it...a Lot! 


Read More

ESOP Repurchase Liability Planning: Fiduciary Issues

Read More

ESOP Plan Design and Document Drafting

Read More

Finally, A Little Bit of Sanity: Harris v. GreatBanc Trust Company

Read More

Corporate Governance for Private ESOP Companies

Read More

For Internal ESOP Trustees: An Overview of Audits, Lawsuits, And Insurance Issues

Read More

ESOP Successor Trustee Duties and Risks

Read More

ESOP Distributions: Problems to Avoid

Read More

ESOP Companies: Should You Elect S Corporation Status?

Read More

ESOP Share Distribution: 'Recycle' or Redeem?

Read More

ESOPs: The Frequently Asked Questions

Read More

Government Plans

Public Agency Employee Benefits Plans:
Six Instances Where You May Be Missing the Mark


Read More

Public Pension Plan Choices: Too Big, Too Small & Just Right?

Read More

Promises to Keep - the Nature of a Public Agency's
Benefits Commitment to Its Employees


Read More

What's a District to Do? Evaluating Your Various Employee
Benefits Commitments and Whether You Can Modify Them


Read More

GASB 45: Is Your District Confronting the Challenge?

Read More

GASB Statements 43 and 45 - The New Financial Disclosure Rules

Read More


Retirement Plans

Unused Leave or PTO Cash-Outs and Tax Problems for Employees:
How to Have Your Cake and Eat It Too


Read More

You Need to Determine if Your 403(b) Arrangement is Subject to
ERISA and if It Is - What to Do About It


Read More

The IRS's Employee Plans Compliance Resolution System:
Five Questions, Four Categories of Failure, Three Paths to Forgiveness


Read More

Controlled Group Rules in Retirement Plans: Yours...Mine...Ours?

Read More

ERISA Reporting and Disclosure: Eight Common Mistakes to Avoid

Read More

In-House Benefits Team Needs to Understand Their
Responsibilities and Liability


Read More

Retirement Plan Partial Terminations - It's a Question of Vesting

 Read More

Coverage Rules for 401(k) and Other Qualified Pension Plans
Part 1: Nondiscrimination Rules


 Read More

Coverage Rules for 401(k) and Other Qualified Pension Plans
Part 2: Annual Testing


 Read More

Coverage Rules for 401(k) and Other Qualified Pension Plans
Part 3: Average Benefit Test and the Minimum Participation Rule


Read More
 
Don't (Let that Extra Contribution) Get Lost in the Shuffle

 Read More

Improving 401(k) Testing: Don't Shoot the Messenger
 
Read More

Oops! Scriveners' Errors: What Should be Done with Them? 

Read More

Retirement Plan Compliance Is a Team Effort:
Are You Sure You Understand All of the Players' Roles?


Read More

Office Expense-Sharing Arrangements and Your Retirement Plan! 

Read More

The Value Enhanced Pension Practitioner:
From Good to Great in Six Steps

Read More

Mishandling and Backdating ERISA Benefit Plans:
Crime and Punishment


Read More

Employee Benefit Plans in Mergers and Acquisitions:
Should I Stay or Should I Go? 


Read More

Third Party Administrator Agreements: What to Include

Read More

The Role of the Accountant and the Audit Report
Attached to Your Form 5500


Read More

Automatic Enrollment: Time to Plan and Act

Read More

It's Alive: Posthumous QDROs

Read More

Ready-to-Wear: Some Distinctions Between 'Customized'
and 'Off-the-Rack' Benefit Plans


Read More

Singin' the Middle-Aged Blues

Read More

403(b) Plans: Managing Them Can Be Like Herding Cats

Read More


Equity & Executive Compensation

Deferred Compensation Plans:
Hints For Spotting If They’re Subject To Code Section 409A


Read More

Equity Option Plan Comparison

Read More

Equity Plan Comparison

Read More


Health & Welfare

Health Reimbursement Arrangement Can Be Used to Convert
Unused Vacation and Other Leave into Nontaxable Welfare Benefits


Read More


Fiduciary

Pension Investing: A Bird's Eye View, Part I Read More

Pension Investing: A Bird's Eye View. Part II

Read More

A Step Beyond ERISA Section 404(c):
Improving on the Participant Directed 401(k) Investment Model


Read More