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Managing Director - Operations, Benefits Daybright Financial
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July Business Services
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ESOP Releveraging
Blue Ridge ESOP Associates 
[Guidance Overview] Sept. 9, 2013 "[R]edemption and subsequent releveraging are solutions to fund required obligations and create new stock allocations. Plan sponsors should be aware of increased scrutiny by governmental agencies with respect to new ESOP transactions. It is probable that the reporting new indebtedness on the annual Form 5500 filing may trigger an audit. In the event of audit it is critical that the required documentation is in place including the updated valuation of the privately held company stock." MORE >> |
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