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The Oklahoma Journal Record’s 2024 Power List of Women in Accounting and Finance recognizes Jennifer Krieger for her contributions.
The DOL has committed to finalizing regulations surrounding the adequate consideration exemption, a proposed regulation still being cited in ESOP transactions
PodcastTune in as CFO of Pieper-Houston Electric, Will Rosell, sits down with Weaver's Jennifer Krieger to explain how and why their ESOP plan was chosen.
SECURE Act 2.0 makes it easier for employers to sponsor retirement plans for their employees and easier for employees to save more for retirement.
On this episode of The ESOP Podcast, Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from other forms of compensation.
BrochureAn employee stock ownership plan (ESOP) is a tax-advantaged way to sell a business to the employees of a company. An ESOP allows the employees of a company to be the beneficial (not legal) owners of a company’s equity.
Two partners at Weaver’s Assurance Service Department, Kerri Franz, and Aracely Rios, joined Beyond the Numbers to talk about the top five operational errors that occur and how to reduce them.
Weaver brings a reliable, institutional-level approach to ESOP assurance services, fairness opinions, annual valuations and valuation reviews.
An ESOP is a qualified retirement plan sponsored by a company, but unlike a 401K, an ESOP must invest primarily in the stock of the company sponsor and an ESOP may borrow money to finance the purchase of company stock.
This episode introduces us to the world of Employee Benefit Plan (EBP) audits with a look at why they’re necessary, what to expect from the audit and how employers can find the right auditor.
But really, how did the Texas Center for Employee Ownership become established?
Federal law generally requires employee benefit plans with 100 or more participants to have an audit as part of their obligation to file an annual return/report, the Form 5500.