ESOP Attorney — How to Hire One and Why It Matters
Employee stock ownership plans (ESOPs) provide flexible and efficient mechanisms for addressing the succession and estate planning challenges of business owners, building employee …
Fiduciary Issues
October 18, 2018 NCEO Seminar: “Is an ESOP Right for You? An In-Depth Look at Employee Stock Ownership Plans” Memphis, TN James G. …
BUSINESS EXPERTise: Finance/Tax
August 1, 2018 By: Edward C. Renenger and Mark B. Russell Pennsylvania Chamber of Business & Industry: Catalyst Q: Why Might an Owner Sell …
Who Are ESOP Fiduciaries and What Are Their Responsibilities?
Any person with discretion over the management or administration of a plan, or who exercises any authority or control over plans assets, is …
Are ESOP Accounts Required to Be Fully Invested in Company Stock?
ESOPs are not required to invest exclusively in company stock; many ESOPs have substantial investments in cash or other securities. However, ESOPs must …