Speaking of Benefits

At Employee Benefits Law Group, our mission is to partner with our clients and guide them to the employee benefits solutions that will meet their business objectives and exceed their expectations.

ESOP Eduucation Challenges 05/09/2024

ESOP Eduucation Challenges In this podcast episode, Kevin Long interviews Sheryl Bayani-Alzona and Nataki Gregory about their experience working with CT3, a new ESOP company. They discuss the challenges and successes of the ESOP transaction and how they were able to build a strong relationship through regular meetings. Nataki explains that they use teaching tools to educate their own team about ESOPs and the transition to full ownership. /episode/index/show/employeebenefitslawgroup/id/31222237

A New Golden Age for ESOPs? 09/28/2023

A New Golden Age for ESOPs? It's October and that means it's Employee Ownership Month. Our guest today on the podcast is Dr. Corey Rosen, the founder of the National Center for Employee Ownership. NCEO is the foremost resource and catalyst for employee ownership and ESOPs. We discuss his new book, Ownership: Reinventing Companies, Capitalism, and Who Owns What, and we look at the history of ESOPs, the bipartisan support they receive, and current proposals that make me optimistic about the future of employee ownership. /episode/index/show/employeebenefitslawgroup/id/28168073

Introducing The ESOP Tax Advantage Calculator 09/14/2023

Introducing The ESOP Tax Advantage Calculator Are you curious about the enticing tax advantages of Employee Stock Ownership Plans (ESOPs) but unsure how they apply to your unique situation? That's why, at Employee Benefits Law Group, we've developed The ESOP Tax Advantage Calculator – a powerful tool that demystifies ESOP tax benefits and provides actionable results. In just five minutes, you can gain invaluable insights into the potential benefits for your company or your clients. No obligation, just straightforward guidance. /episode/index/show/employeebenefitslawgroup/id/28034517

Celebrating 25 Years of Tax-Free Employee Owned Companies 07/19/2023

Celebrating 25 Years of Tax-Free Employee Owned Companies In this podcast, Kevin Long discusses the 25-year history of income tax-free employee-owned companies and how ESOPs allow for tax-free S-corporation income. Joining Kevin is Noelle Montaño, the Executive Director of ESCA, the Employee-owned S Corporations of America. ESCA is the voice in Washington, DC that speaks exclusively for employee-owned S Corporations (“S ESOPs”). They delve into the legislative background and lobbying efforts behind S-corporation ESOPs. Discover the financial advantages, the impact on retirement savings, and the bipartisan support for employee ownership in this enlightening conversation. /episode/index/show/employeebenefitslawgroup/id/27512166

Private Equity is Going to Give ESOPs a Bad Name 06/28/2023

Private Equity is Going to Give ESOPs a Bad Name Private equity has recently started employing ESOPS in their leveraged buyout transactions. It looks like strange bedfellows since they serve opposing interests. It’s touted by PE and is being hailed by some in the ESOP arena as a great potential expansion of true employee ownership. But is it really? /episode/index/show/employeebenefitslawgroup/id/27313665

Forecasting for ESOP Valuations In an Unpredictable Economy 05/19/2023

Forecasting for ESOP Valuations In an Unpredictable Economy It's ESOP valuation season, and forecasting earnings is at the heart of this strategic analysis exercise. In this uncertain economy it's worth refocusing on the methods, process and approach that provide a sound basis for a prudent appraisal. In this podcast episode with guest Hillary Hughes of Prairie Capital Advisors, we explore the challenges and opportunities ESOP companies face when valuing their stock amidst economic uncertainty. /episode/index/show/employeebenefitslawgroup/id/26890137

ESOPs Don't Improve Company Performance? What? 02/01/2023

ESOPs Don't Improve Company Performance? What? There has always been the notion that ESOP companies outperform their industry peers, are more resilient in recessions, lay off fewer people, have more satisfied workers, lower turnover, and on and on. The research is well documented and irrefutable. But why is this the case? Is it the ESOP itself? /episode/index/show/employeebenefitslawgroup/id/25739610

The Epic Tale Of the RobbJack Corporation ESOP – An interview with their Chairman Of The Board, Mr. David Baker 10/19/2022

The Epic Tale Of the RobbJack Corporation ESOP – An interview with their Chairman Of The Board, Mr. David Baker It's employee ownership month. But most people have never “met” an ESOP company. There is no better way to appreciate the ESOP phenomenon without encountering one, first hand. Whether you are an advisor, company owner, executive or employee you will enjoy listening to the journey of a company that has been ESOP owned since 1980. /episode/index/show/employeebenefitslawgroup/id/24737940

Let Them Eat Stock / Episode 15 08/18/2022

Let Them Eat Stock / Episode 15 There is more to equity compensation than just giving your employees stock in the company. In this podcast episode, Kevin Long addresses common overbroad assumptions about equity compensation and how an equity readiness survey helps you determine whether an equity compensation plan is right for your business. /episode/index/show/employeebenefitslawgroup/id/24099261

Two Truths and a Lie / Episode 14 03/12/2022

Two Truths and a Lie / Episode 14 In this episode of Speaking of Benefits, Senior Attorney Sheryl Bayani-Alzona talks about three things. The ESOP is a buyer, what happens to the shareholder after the transaction, and how the transaction is funded. /episode/index/show/employeebenefitslawgroup/id/22426508

ESOPs Create More Valuable Companies / Episode 13 03/09/2020

ESOPs Create More Valuable Companies / Episode 13 In this podcast, Kevin Long talks about how participatory management in an Employee Stock Ownership Company can strengthen the company for eventual sale to a third party. /episode/index/show/employeebenefitslawgroup/id/13469006

Managing Retirement Plan Risk – What Executives, Directors and Business Owners Should Know / Episode 12 02/12/2020

Managing Retirement Plan Risk – What Executives, Directors and Business Owners Should Know / Episode 12 Officers, Directors and Business Owners can have personal liability if the company’s retirement plans aren’t properly managed. Do you know who your plan fiduciaries are? Do you know if you’re one of them? /episode/index/show/employeebenefitslawgroup/id/13127468

ESOP Reshuffling - Getting Stock To The "Have Nots" / Episode 10 12/05/2019

ESOP Reshuffling - Getting Stock To The "Have Nots" / Episode 10 In this podcast, Kevin Long talks about tools you can use to manage your ESOP repurchase obligation and get stock to the so-called ESOP "Have Nots". /episode/index/show/employeebenefitslawgroup/id/12292352

Retirement Plan Compensation Failures: A Tale Of Two Errors / Episode 9 11/14/2019

Retirement Plan Compensation Failures: A Tale Of Two Errors / Episode 9 One of the most common errors the IRS sees in plan audits is the failure to include certain types of compensation when calculating employee 401(k) deferrals, and when making matching contributions. In this podcast, Marcel Weiland discusses two scenarios of a compensation failure in the area where we see it most often, bonus compensation. /episode/index/show/employeebenefitslawgroup/id/12040730

ESOP Releveraging - Getting Stock To The "Have Nots" / Episode 8 10/30/2019

ESOP Releveraging - Getting Stock To The "Have Nots" / Episode 8 For ESOPs that find themselves in what is known as a "have and have-nots" situation, releveraging is one solution. In this podcast we're going to talk about the advantages and considerations to that solution. /episode/index/show/employeebenefitslawgroup/id/11841884

IRS Plan Loan Rules: How Much Money, How Much Time? - Episode 7 09/12/2019

IRS Plan Loan Rules: How Much Money, How Much Time? - Episode 7 A qualified plan such as a 401(k) may – but isn't required to – allow for loans to plan participants. The loans will be subject to the written plan document requirements and the Internal Revenue Code. In this podcast, covers an overview of the Code statute that deals with the loan amount and repayment schedule, and the potential consequences of a compliance failure to the plan sponsor and employee. /episode/index/show/employeebenefitslawgroup/id/11225141

Self-Correction Plan - Good News from the IRS | Episode 6 05/23/2019

Self-Correction Plan - Good News from the IRS | Episode 6 In this podcast, we discuss some good news from the the IRS. There are new opportunities to self-correct plan participant loan errors. /episode/index/show/employeebenefitslawgroup/id/9897686

Retirement Plan Eligibility Errors | Episode 5 04/11/2019

Retirement Plan Eligibility Errors | Episode 5 Today we're talking about retirement plan eligibility mistakes that can surface in M&A deals and why deal attorneys turn to us for both due diligence and post transaction guidance. An eligibility mistake happens when an employee who should be included in the plan isn't and an employee who shouldn't be included is. /episode/index/show/employeebenefitslawgroup/id/9357557

ESOP vs. Third-Party Buyer Transaction: Selling To An ESOP Can Cost Much Less | Episode 4 03/13/2019

ESOP vs. Third-Party Buyer Transaction: Selling To An ESOP Can Cost Much Less | Episode 4 How do the costs and details of an ESOP transaction compare to a transaction where you sell your company to a private equity group or a strategic buyer? /episode/index/show/employeebenefitslawgroup/id/8988146

M&A Benefits Due Diligence | Episode 3 03/13/2019

M&A Benefits Due Diligence | Episode 3 The deal lawyers we work with appreciate having ERISA counsel with serious transaction experience on their side. We understand that deal cost and time have to be kept in check. Our phased approach to employee benefits diligence puts you and your client in control of how much review is enough. /episode/index/show/employeebenefitslawgroup/id/8987996

Failure to File a Form 5500: An Expensive Problem To Acquire | Episode 2 01/31/2019

Failure to File a Form 5500: An Expensive Problem To Acquire | Episode 2 In a merger or acquisition, late or never-filed Form 5500s can be an expensive benefits problem to acquire and a sign there may be other issues with the company's benefits plan. /episode/index/show/employeebenefitslawgroup/id/8464337

Mergers & Acquisitions Alert: Affordable Care Act Penalties Are Still A Concern | Episode 1 11/29/2018

Mergers & Acquisitions Alert: Affordable Care Act Penalties Are Still A Concern | Episode 1 The Affordable Care Act is still out there. Penalties for individuals were repealed, but employer penalties are still in effect. The IRS has started sending out letters for 2015 and we've seen some very large proposed assessments with six-figure penalties. In this podcast we discuss a few things to keep in mind if you are representing buyers or sellers in mergers and acquisitions. /episode/index/show/employeebenefitslawgroup/id/7731662

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