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Client Alert: November 2009

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Client Alert: November 2009

Margaret Steere offers possible solutions for seller-financed ESOP companies who don’t have enough cash to make a contribution to their ESOP. Karen Hurley, Senior Plan Administrator, tells you everything you need to know about ERISA Fidelity Bonds and how to stay in compliance for the DOL. You will also find a chart with the IRS’ 2010 cost-of-living adjustments applicable to dollar limitations for pension plans.


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Use our ESOP self-assessment tool to find out.

Explore various Ownership Transition Options or replay our Introduction to ESOPs webinar.

If you would like further information about ownership transition options, please contact us. SES Advisors welcomes the opportunity to provide complimentary and confidential advice.

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