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Posts in ESOPs.

When most business owners start talking about “succession,” it sounds like a financial term. But if we’re honest, it rarely feels that way, it feels more personal.

It feels like sitting at the kitchen table late at night, staring at numbers, and realizing this thing you built, isn’t just a business anymore. It’s the crew who showed up when you only had a used van and a couple pieces of old equipment. It’s the office manager who’s been there 30 years and knows more about the place than you do. It’s the technician who bought his first house because this company gave him steady ...

Categories: ESOPs, Retirement Plans

On January 15, 2026, the U.S. Department of Labor’s Employee Benefits Security Administration (“EBSA”) announced a major update to its national enforcement projects for fiscal year 2026. The changes are intended to focus enforcement resources on areas that pose the greatest risk to plan participants and beneficiaries, while reducing emphasis on minor or technical compliance issues.

According to the Department of Labor, this is the most significant revision to EBSA’s enforcement framework in recent years. The goal is to make investigations more efficient and ...

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