Client Alert: November 2010
Mary Beth Gray provides a “how to” of the issues you need to consider when creating a distribution policy, and what is or is not permitted by the IRS. SG&F discuss diversification language in plans and what the IRS decided was the definition of a “qualified participant.”
Is an ESOP right for your company?
Use our ESOP self-assessment tool to find out.
If you would like further information about ownership transition options, please contact us. SES Advisors welcomes the opportunity to provide complimentary and confidential advice.