Site Map

Our information about ESOPs and benefit plans is arranged as set forth below. You can use the dropdown menus (main pages and subpages) and the side menu (also includes subpages 2) to navigate.   The search bar also can take you to a page that contains your search item.   Most substantive web content is password protected so you must request one before you can access these pages.  We welcome your visit and feedback on the site!

Main Page SubPage SubPage 2
     
About Us  Services  Break Glass for Help! 
    What’s In Your ESOP Wallet? 
  Biography   
  Speaking/Publications  Senate Testimony 
  Testimonials   
  ESOP Links   
ESOP Feasibility ESOP Info Central  
  ESOP SMART   
  ESOP Tax Shield   
  ESOP 101   
  ESOPs “4″ Dummies   
  Section 1042   
ESOP Operation Plan Design  Controlled Group 
    Allocations / Deductions 
    Participation 
    Special Issues
    KSOPs
    Vesting 
  Loans   
  Distributions   Part I   
    Part II   
    Diversification 
    Dividends 
  Managing ESOP Cash   
  Governance  Fiduciaries / Trustees 
    Voting 
    Required Communications
    Valuation Process
  S Corp. HQ S Corp Info 
    QSubs 
    Redemption Trap? 
    409(p) Testing 
    LLC Conversion 
    Special S Issues
    Distributions
    One Class Stock
    Deduction Timing 
  Sustainability  Repurchase Liability 
    Termination 
    Distress Situations 
    Using Private Equity
    Acquisitions 
  IRS-DOL Correction Programs   
  Accounting Issues   
  Government Contractors   
Communication & Training Advisory Committees   
  Communication Pieces   
  Creating Trust/Teams   
  Engagement Employee Superheroes 
    Just One Brick 
  Dr. ESOP Speaks  
  Leadership!   
  Training  There’s No “I” in ESOP 
  Vision/Mission/Branding   
  Workforce Management   
  WorkPlace Of We   
Benefits Info & Updates Updates  
  2011 Benefit Limits   
  DOL EBSA   
  Equity Comp   
  ESOP Legislation   
  Benefits Litigation  Plan Fees
    Stock Drop Cases 
  Securities Laws   
  Surveys   
  Section 409A   
  Private Equity   
Commentary  ESOPs Bare Naked ESOPs 
    Can ESOPs Save Capitalism? 
    Dude, Where’s My ESOPs? 
    ESOPs Better Than Cats? 
    ESOPs Can Save Lives 
    Fixing Corporate America 
    Obama & ESOPs 
    Too Many Eggs? 
  Retirement Retirement Tsunami 
    Social InSecurity 
    The Demographic Story 
    The Disease 
    The History of Benefits 
  Potent Quotables