The Guggenheim Wars: Internal Revolt Said to Split Boutique Firm
Sammons, an employee-owned company, owns about one-third of Guggenheim’s voting shares.
3 end-of-year focus areas for employee benefit plan administrators
While many important functions of employee benefit planning are typically completed well in advance of the end of the year, there are a few important matters that still require attention.
401(k)s with company stock fading fast
The practice of throwing company shares into retirement plans has been waning for some time, but a recent Supreme Court decision could hasten its demise.
ESOPs: The road to business succession
The most important function of an ESOP may actually solve one of your retiring small business client's most pressing problems — how to exit the business upon retirement.
Creating perpetual motion that moves companies forward
Many companies have found a perpetual motion machine of sorts for their business in the form of an ESOP.
ESOPs: a plan to help business owners avoid "taxmageddon"
Because of their special tax features, ESOPs allow owners to sell their stock and diversify their wealth on a tax-favorable basis, while effectively retaining control of their business.