Fringe Benefit Group
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Retirement Planners and Administrators (RPA)
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Pollard & Associates
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Defined Contribution Account Manager Nova 401(k) Associates
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Greenline Wealth Management
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Great Lakes Pension Associates, Inc.
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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New York City District Council of Carpenters Benefit Funds
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Retirement Solutions Specialists
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Defined Benefit Consultant/Enrolled Actuary Pension Plan Specialists, PC
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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Best Practices for ESOP Trustee and ERISA Compliance
Butterfield Schechter LLP June 3, 2019
"ESOP deals may see increased scrutiny by the [DOL] (DOL) when valuation includes control premiums and controlling sellers that can sell back warrants in the future. The more the ESOP transaction strays from standard ESOP deals, the more the DOL and employee participants may look at the valuation of the company stock." [Brundle v. Wilmington Trust, N.A., Nos. 17-1873, 17-2224, 17-2323, 17-2324, 18-1029 (4th Cir. Mar. 22, 2019)]
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