News - 3/11 - SES Advisors
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Welcome Back Tina Fisher

Tina Fisher returns to SES' Plan Services Group We are excited to welcome Tina back to the SES Advisors Plan Services Group. Tina will serve as vice president in the firm’s Ohio office, providing consulting and technical support to clients and internal staff on retirement plan design, compliance and administrative issues for ESOPs.Tina brings more than 21 years of experience working with qualified retirement plans, including 17 years focusing on clients with Employee Stock Ownership Plans (ESOPs). Contact Tina Fisher: 215.508.7717 tfisher@sesadvisors.com Medina, OH Read more

IRS Issues Post Windsor Cafeteria Plan Guidance

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SES to Sponsor and Paul Fusco to Present at the NCEO Feasibility and Best Practices for S Corporation ESOPs Seminar in Scottsdale, AZ

Date: February 25, 2014Location: Chaparral Suites, 5001 North Scottsdale Road, Scottsdale, AZSES Advisors is pleased to sponsor and present at NCEO's Feasibility & Best Practices for S Corporation ESOPs seminar to be held February 25, 2014 in Scottsdale, AZ.  This one-day meeting brings together leading experts from around the country to provide a practical, step- by- step guide to determine if an ESOP will work for you, and if it does, how to set up a plan that will work.Paul Fusco will present ESOP Transaction Structures at 9:30 a.m. ... Read more

Iowa Launches Programs to Increase ESOPs

According to the NCEO Employee Ownership Update, the Governor of Iowa, Terry Branstad (R) announced on November 12 that a public-private partnership would host a series of five meetings around the state in November and December, designed to inform business owners about the advantages and incentives supporting ESOPs. In recent years, Iowa has passed a 50% state-level capital gains deduction for qualified ESOP sales and a program to provide state financial support for ESOP feasibility assessment. Gov. Branstad says, "ESOPs are ... Read more

2014 Cost of Living Increases for Dollar Limitations on Benefits and Contributions

On October 31, 2012 the Internal Revenue Service announced cost of living adjustments applicable to dollar limitations for pension plans for tax year 2014. Read more

House Passes Bill to Block SEC and DOL Fiduciary Regulations

According to today's NCEO Employee Ownership Update column, By a vote of 254-166, the House has passed a bill to block both the Securities and Exchange Commission and the Department of Labor from implementing new fiduciary rules for stockbrokers and other investment advisors. The SEC rules are being developed under the Dodd-Frank Act and are designed to ensure that brokers and certain other advisors are acting in their clients' interests, not their own. The DOL rules are not pursuant to any ... Read more

SFE&G Adds ESOP Attorney and Opens Upstate NY Office

Rochester, NY, October 31, 2013 Read more

SFE&G Congratulates Grand Central Oyster Bar on 100 Years

Janet Poccia and Mohammed Lawal, as well as Steve Greenapple, are featured in this US Business Executive magazine article. Read more

SES Congratulates Grand Central Oyster Bar on 100 Years

Janet Poccia and Mohammed Lawal, as well as Steve Greenapple, are featured in this US Business Executive magazine article. Continuing a Century-long Tradition of Seasonal Seafood Backed by Dedicated Employee Owners from SES Advisors View All News Read more

SES Advisors to Sponsor PICPA Financial Leaders Workshop in King of Prussia, PA

Please join SES shareholders Steve Greenapple and Jim Capone for a CPE seminar, presented by PICPA. This full-day event will highlight best practices for CFOs, Controllers, CEOs, COOs and Financial Officers. Date: Friday, November 22, 2013Time: 7:45 A.M. - 4:00 P.M.Location: Crowne Plaza Valley Forge, 260 Mall Blvd., King of Prussia, PA 19406 For more information and to register, please visit the PICPA events website. Read more
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