The Menke Group legal team has designed and structured more ESOP transactions than any other firm in the country.

The legal team at the Menke Group provides a wide range of ESOP legal and consulting services for nearly 1,000 ESOPs throughout the country.  These services cover all the legal services related to installing and administering an ESOP, including the following:

  • Drafting of ESOP Plan and Trust documents
  • Drafting of summary plan descriptions
  • Drafting of corporate resolutions and minutes
  • Drafting of all ESOP transaction documents
  • Drafting of key employee incentive plans
  • Advice and assistance regarding the structuring of ESOP transactions
  • Advice and assistance regarding distribution policies and procedures
  • Advice and assistance regarding IRC 409(p) issues
  • Advice and assistance regarding correction procedures to correct administration errors
  • Advice and assistance regarding mergers and acquisition transactions that may have an impact on the ESOP
  • Advice and assistance regarding legal and ERISA issues involved when an ESOP company is acquired by another company
  • Advice and assistance regarding legal and ERISA issues when an ESOP is terminated
  • Advice and assistance in connection with IRS or DOL plan audits
  • Advice and assistance with respect to fiduciary duties and responsibilities
  • Advice and assistance with respect to potential company stock valuation issues
  • Advice and assistance with respect to law changes
  • Advice and assistance with respect Plan amendments