Monthly Archives: March 2022

The Anatomy of a Successful ESOP Deal

The Anatomy of a Successful ESOP Deal Not all ESOP transactions are created equally. Join our panel of four leading ESOP advisors and learn about the team, process, and steps necessary to improve deal outcomes and increase the likelihood of a successful transaction. In this one hour session, we'll discuss:

2023-03-21T10:29:50-07:00March 16th, 2022|News|

Insights on Critical SCOTUS Ruling

We recently came across two articles about a critical issue for ERISA fiduciaries. The recent ruling by SCOTUS is a game-changer for 401(k) and 403(b) retirement plans. We consider both of these articles “must reads”! The links are below. To keep up with important national ERISA news follow us on

2023-03-21T10:29:55-07:00March 10th, 2022|News|
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