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News & Events

Incentive Compensation for Management Webinar

October 24, 2012 - How can you structure deferred and incentive compensation in a way that will enhance the company's bottom line and encourage managers to increase company value? This webinar focuses on deferred compensation vehicles that use stock value as the measure for success (such as phantom stock plans) and addresses the tax challenges you may face in designing such plans as they relate to Internal Revenue Code 409A. Date: Wednesday, October 24, 2012Time: 12:30 - 1:30 p.m. Eastern TimePresenter: ... Read more

PA Rep. Fitzpatrick Visits Modern Group

SES client Modern Group welcomed Representative Fitzpatrick from Pennsylvania's 8th District to tour their Bristol facility and meet with employees. Dave Griffith, CEO of Modern Group, gave the Congressman an overview of the company and its ESOP, and asked for his support of the current pro-ESOP bill in the House, HR 1244. He also requested that the Congressman voice his opposition to the proposed DOL regulation that would make appraisers ESOP fiduciaries. Rep. Fitzpatrick was supportive of both of these initiatives, ... Read more

Senate Introduces Pro-ESOP Bill

S. 1512 has been introduced by Senators Benjamin Cardin (D-MD), Pat Roberts (R-KS) and Olympia J. Snowe (R-ME) as the Senate counterpart to H.R. 1244, the Read more

SES to Sponsor and Present at ESOP Association Technical Conference & Trade Show in Las Vegas

Date: November 7-8, 2013Location: Caesar Read more

The New England Chapter of The ESOP Associations Annual Fall Conference

The New England Chapter of The ESOP Association is holding its Annual Fall Conference October 20 21, 2011, in South Portland, ME. Read more

SES Sponsors NCEO Webinar, “Running an Effective Board”

October 25, 2011 - SES Advisors is proud to support the National Center for Employee Ownership through our participation as presenters in their educational webinar series. SES Advisors and Steiker, Greenapple, & Fusco, P.C., will co-present with Merri Ash from First Bankers Trust. Webcast Title: Running an Effective Board Description This webinar looks at what makes an effective board and aims to answer questions such as: • Should there be outside directors and if so, what should their qualifications and compensation be? Should ... Read more

SES to Sponsor and Present at NCEO Meeting in Dallas, TX

Bob Massengill will present at NCEO's The ESOP Company Symposium meeting being held October 11-13, 2011 in Dallas, TX. Read more

SES to Sponsor and Brian Wurpts to Present at the NCEO’s Get the Most Out of Your ESOP Seminar in Chicago

  Date: September 18-20, 2012Location: Hyatt Regency O' Hare Airport, 9300 Bryn Mawr Avenue, Rosemont, IL SES Advisors is proud to support the National Center for Employee Ownership as a sponsor and presenter at the Get the Most Out of Your ESOP seminar in Chicago, IL. This interactive working conference features presentations by experienced trainers, organizational development experts, and insiders from successful companies. Each day also integrates structured activity sessions in small groups and unstructured opportunities to network with fellow ESOP companies struggling with ... Read more

ESOP Legal Pitfalls Webinar

October 4, 2011 - SG&F, who counsel clients regarding transactional, compliance and fiduciary issues affecting their ESOPs, will share their expertise on avoiding common mistakes companies make with their ESOP plans. Whether you have recently adopted an ESOP, have been an ESOP company for years, or are now looking to implement an ESOP transition strategy, this webinar will provide useful information on how to identify. Read more

ESOP Administration Pitfalls Webinar

October 26, 2011 - Mychelle Holloway and Karen Hurley, two of SES Advisors' Senior Administrators, will tackle some of the most confusing areas of ESOP administration and explain how to avoid falling into trouble. Topics will include: Synthetic equity and how it affects anti-abuse testing pursuant to IRC Section 409(p) Identifying partial plan terminations & the consequences associated with them When hours are credited for service not worked Explanation of the new Form 5558 and Form 8955-SSA, and associated notice requirements What to do ... Read more
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