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Retirement Plan Administration Consultant Blue Ridge Associates
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Pentegra
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Managing Director - Operations, Benefits Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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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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ESOP Administration Consultant Blue Ridge Associates
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Compass
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Regional Vice President, Sales MAP Retirement USA LLC
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ESOP 'Light' -- A Creative Succession Strategy for the Small Business
Fox Rothschild LLP 
Jan. 25, 2017 "In the case of an ESOP 'light,' the goal of the pension plan is to favor only the owner. Other key employees are excluded from the plan by design. In other words, the plan is designed to favor only the owner and minimize benefits for all others. In doing so, the plan and its assets can be used for the primary purpose of 'buying out' the owner's interest in the company." MORE >> |
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