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October is ESOP Month!

Posted by Marc S. Schechter | Oct 05, 2018 | 0 Comments

October is employee ownership month. As of 2018, the United States had 5,505 Employee Stock Ownership Plan ("ESOPs") with 1.7 million participants.[1] There are 1,164 401(k) ESOPs ("KSOPs") with over 12 million participants.[2] California alone has 804 ESOPs totaling over 1 million participants....

2019 National Defense Authorization Act Update

Posted by Marc S. Schechter | Sep 14, 2018 | 0 Comments

Contributing Author: Gwenllian Kern-Allely, Law Clerk On August 13, 2018, the 2019 National Defense Authorization Act (N.D.A.A.) was signed by the President of the United States. It is the fastest N.D.A.A. passed by Congress in twenty years, with large bipartisan support. The House of Representa...

Will You Be Able to Retire From Your Small Business?

Posted by Paul D. Woodard | Jun 26, 2018 | 0 Comments

Do you have the financial security to be able to one day retire from your small business? Many small business owners are so focused on growing their business that they do not take the time to focus on what will happen when they are finally ready to retire. However, there are options available f...

Beware of These Common ERISA Compliance Errors

Posted by Corey F. Schechter | Jun 25, 2018 | 0 Comments

The Employee Retirement Income Security Act (ERISA) is a complex and continually changing federal law that applies to most private sector employee benefit plans. When companies unintentionally run afoul of ERISA regulations it can expose them to fines, penalties, and costly litigation. Unders...

Progress on Two ESOP Bills in Congress

Posted by Marc S. Schechter | May 09, 2018 | 0 Comments

An Employee Stock Ownership Plans (ESOPs) become more popular in the U.S., employee ownership legislation is making its way through Congress to broaden the appeal of these unique benefit plans. Two bills, one in the House and one in the Senate, have recently made it through the Small Business Com...

ESOPs for Sports Companies in San Diego

Posted by Corey F. Schechter | May 07, 2018 | 0 Comments

In a Union-Tribune article, San Diego was listed as number 2 in employment in active lifestyle-oriented businesses in the country. There are now more than 1,200 such companies in the area employing more than 23,000, making an economic impact of over $1.4 billion. Some of these sporting and lifest...

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