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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP Administration Consultant Blue Ridge Associates
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Southern Pension Services
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BPAS
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Managing Director - Operations, Benefits Daybright Financial
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BPAS
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Pentegra
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MAP Retirement
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Retirement Plan Administration Consultant Blue Ridge Associates
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July Business Services
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Retirement Relationship Manager MAP Retirement
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Mergers & Acquisition Specialist Compass
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Retirement Plan Consultants
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Anchor 3(16) Fiduciary Solutions
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BPAS
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Compass
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Getting Some Estate Planning Help from Your Employees, and the Government, with an ESOP
The Beyster Institute, UC San Diego
Aug. 3, 2007
Excerpt: [I]t is clear from reading the tax shorthand that the government wants to encourage long-term financial planning for its citizens. It is also clear that the government is very interested in helping employees secure ownership interests in the companies they work for (mostly through ESOPs as we have discussed many times in the past). It is even clearer that the government is interested in incentivizing the better off among us to subsidize the less fortunate through charitable giving.
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