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SES Sister Law Firm SG&F to Sponsor and Present at Annual Vermont Employee Ownership Conference in Burlington

Date: June 7, 2013Location: Champlain College, 375 Maple Street, Burlington, Vermont SES Advisors' sister law firm of Steiker, Greenapple, & Fusco, P.C. is pleased to be a Platinum sponsor and presenter at the 11th Annual Vermont Employee Ownership (VEOC) Conference to be held June 7, 2013 in Burlington, VT. This full-day conference is designed for those who want to learn more about how employee ownership can work for their business, as well as for members of existing employee-owned companies. SG&F will present Forming an ESOP: A One-Act Play at ... Read more

Update from NCEO CEO Loren Rogers on the DOL Re-Proposal

According to NCEO CEO Loren Rogers' monthly Employee Ownership Update, at a hearing of the House Committee on Education and the Workforce, Secretary of Labor Hilda Solis responded to questions from many members of Congress about the agency's proposal to change the definition of a plan fiduciary. However, many questions are still unanswered, including the exact language affecting ESOP ficiduciaries that will be used in the re-proposal, and when exactly the re-proposal will be issued. Read more on the NCEO website Read more

ESOP Company King Arthur Flour Becomes a Vermont Benefit Corporation

According to their recent press release, King Arthur Flour is America's oldest flour company and premier baking resource. In becoming a Benefit Corporation recognized by Vermont state law, King Arthur Flour must adopt a corporate purpose of creating a material positive impact on society and the environment, and to require its directors to consider non-financial interests when making decisions. King Arthur Flour has also been named to the first "Best for the World" list as a business creating the most positive worker ... Read more

Jim Steiker and Alice Simons to Present at The ESOP Association’s PA/DE Chapter Spring Conference in Exton

Date: April 12, 2012Location: Wyndham Garden Exton Valley Forge, 815 North Pottstown Pike, Exton, PA 19341 SES Advisors is pleased to be speaking at the Pennsylvania/Delaware chapter of The ESOP Association's annual spring ESOP conference in Exton. Jim Steiker will present Best Practices for ESOP Internal Trustees at 9:00 a.m. and moderate the ESOP Sustainability Panel: Best Practices for Long-Term ESOP Ownership at 1:00 p.m. Alice Simons will present Meeting Your Members of Congress: A Practical How-To Guide and Success Stories at 11:30 a.m. To view more ... Read more

Using ESOPs as an Acquisition Strategy Webinar

April 10, 2012 - As ESOP Companies mature, particularly 100% ESOP-owned "S" Corporations, they often find they have the resources and the strategic drive to purchase other companies. It can be a win-win situation for acquirers, sellers and employees, but there are many practical and legal considerations. Learn some of the opportunities and pitfalls to ensure your acquisitions approach makes sense. Date: Tuesday, April 10, 2012Time: 12:30 - 1:30 p.m. Eastern TimePresenter: Jim Steiker, Chairman and CEO - SES Advisors, Inc.Topic: Using ESOPs ... Read more

SES to Sponsor and Tim Regnitz to Present at The ESOP Association’s Michigan Chapter Spring Conference in Lansing

Date: April 11, 2012Location: Causeway Bay Motel, 6820 South Cedar Street, Lansing, MI 48911 SES Advisors is proud to be a sponsor and speaker at the Michigan chapter of The ESOP Association's annual spring ESOP conference in Lansing. Tim Regnitz will moderate Risk Management and Strategic Planning for Your ESOP at 1:30 p.m. To view more information about this conference or to register for the event, please visit The ESOP Association's website. Read more

Steve Greenapple to Present at the 2012 Business Law Symposium in New Brunswick

Date: April 20, 2012Location: New Jersey Law Center, One Constitution Square, New Brunswick, NJSES Advisors' sister law firm of Steiker, Greenapple, & Fusco, P.C. is pleased to present at the 2012 Business Law Symposium at the New Jersey Law Center in New Brunswick, NJ on April 20, 2012.  This annual day-long forum will explore critical legal issues facing the business law practitioner. Steve Greenapple, shareholder of SES and partner in our sister law firm of Steiker, Greenapple, & Fusco, P.C., will present Exit Strategies: Helping Your Client ... Read more

SES to Sponsor and Jim Steiker to Present at the Ohio Employee Ownership Center’s Annual Conference in Akron

Date: April 19, 2013Location: Akron/Fairlawn Hilton, 3180 West Market Street, Akron, OH 44333 SES Advisors is pleased to be a Platinum sponsor of the Ohio Employee Ownership Center and speak at the 27th Annual OEOC Conference at the Akron/Fairlawn Hilton Hotel on April 19, 2013. Jim Steiker will present the ESOP Legal & Fiduciary Update from 1:30 - 3:00 p.m. To view more information about this conference or to register for the event, please visit the conference website. Additional agenda information will be available shortly. Read more

White House Budget and ESOPs

According to the February 15 release of the NCEO Employee Ownership Update, the Obama administration's revenue proposals make a specific reference to ESOPs. Loren Rodgers, Executive Director of NCEO, reports that the administration proposes clarifying the tax implications for the transfer of qualified replacement property to a spouse in connection with an ESOP transaction. To read the full press release, please visit the The NCEO's website. Read more

DOL Works on Re-Proposal

In the February 15 NCEO Employee Ownership Update, Loren Rodgers reports on plans by the Department of Labor's Employee Benefits Security Administration to re-propose a regulation that would make appraisers of ESOP plan transactions fiduciaries of the plan. In September 2011, the department withdrew its original proposal that would have made the appraisers of ESOP plans fiduciaries on an annual basis. The re-proposal focuses only on transaction appraisals. To read the full press release, please visit the The NCEO's website. Read more
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