R.K. Schaaf Offers Free Online Financial Tools

by | Jun 28, 2013 | ESOP Administration

R.K. Schaaf Offers Free Online Financial Tools

R.K. Schaaf Associates, a financial services firm with over 3 decades’ worth of experience in ESOP administration and other services, offers a number of free financial tools on its website for the benefit of current and prospective clients.

One of the tools is a handy loan calculator which allows a visitor to quickly calculate participant loan amortization. A participant loan is subject to a number of requirements that, if broken, can lead to serious tax consequences, such as potentially significant excise taxes. In some cases, the entire benefits plan could be disqualified as a result of an improper participant loan. The calculator allows you to determine whether your loans meet IRS requirements.

R.K. Schaaf is represented on ESOP Marketplace by a number of its expert ESOP advisors.

 

 

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