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) 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 |
