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Non-discrimination Rules for Qualified Profit-Sharing Plans We’re thrilled to have you back for another installment in our series on profit-sharing. In our last piece, you understood the basics of integrating profit-sharing plans with 401(k) progra… Read More

Cease the Paperwork: Nationwide Reversal of FTC Non-Compete Rule Just days before its intended implementation on September 4, 2024, the FTC’s comprehensive ban on non-compete agreements has been struck down by a federal judge in Texas. In her detai… Read More

Protecting Trade Secrets and Investments in the Post-FTC Non-Compete Ban Era One of the most famous quotes from the ancient Greek philosopher Heraclitus is that ‘change is the only constant in life.’ This sentiment rings true when examini… Read More

Combining Qualified Profit-Sharing Plans with 401(k) Plans: Is It Possible? Thank you for joining us for the fifth article in our profit-sharing series. Last time, we talked about Employee Stock Ownership Plans (ESOPs). You learned about the origins… Read More

What Are Employee Stock Ownership Plans? Welcome back to another instalment of our comprehensive series on profit-sharing plans. Previously, you learned about the different allocation methods for cash-based qualified arrangements and their pros and c… Read More

Introducing Our New Profit-Sharing Series Charlie Munger, billionaire and right-hand man to Warren Buffett, once said, “Show me the incentive and I will show you the outcome.” This wisdom resonates with business owners aiming to scale the… Read More

Profit Sharing Allocation Formulas Explained It’s a pleasure to have you join us for the third article in our Profit Sharing series. In our previous discussion, we explored qualified profit-sharing plans, focusing on the different ERISA criteria th… Read More

Introduction to Qualified Profit Sharing Plans: Enhancing Employee Engagement and Company Performance Welcome to the second article in our series on qualified profit-sharing plans. Our first publication briefly introduced you to the world of profit s… Read More