SDCooper Company Information

Corporations for ERSOP® Plans These are not simple-generic-internet-do-it-yourself corporations. They have important idiosyncrasies that need special attention. IRS and Department of Labor Plan Audits Where our clients have fared very well. Forms Our Plan documents are sophisticated and complete. The only blanks that you will need to fill are for signature/date. Steven, President, has 35+ years of Benefits Consulting and Pension Administration experience. Steve entered the pension field in 1979 designing and installing sophisticated defined benefit and defined contribution pension plans for the California Medical Association endorsed plan system. He has owned and operated his own pension consulting and administration firm since 1984, designing several thousand plans over the years. Steve Cooper and Karen Franklin incorporated and formed SDCooper Company in 2002. Steven was the first to successfully market the ERSOP® Plan to Franchisors and Business Brokers (in 1999). He coined the term ERSOP® (Entrepreneur Rollover Stock Ownership Plan) in 2001. Noel graduated from Oregon State with a BS in mechanical engineering in 1954, He received his JD from U.S.C. in 1959. Noel, originally a patent lawyer, was in private practice in Orange County California from 1960 through 1975. In 1975 he entered the oil business. In 1984 Noel went back into private law practice as an environmental lawyer. Noel has taken advanced courses in corporation organization. Through the years he represented hundreds of corporations and their retirement plans. He has worked with the SBA explaining the proper use of an ERSOP® Plan, and when the SBA may properly waive the guarantee. For the SDCooper Company, Noels restricts his practices to business law, corporate formations, related entities, proper issuance of the stock and related ERISA issues. Karen, Vice-President and CFO, has 25+ years of Accounting and Tax experience specializing in small business taxation and employee benefits. Karen graduated Cum Laude from San Diego State University in ...