SES ESOP Strategies Reports 23 Closed Transactions in the Fourth Quarter of 2018
In the fourth quarter of 2018, SES ESOP Strategies helped numerous companies achieve their Employee Stock Ownership Plan (ESOP) goals. The highlights include: …
Forbes Article Highlights Several Benefits of Selling to Employees Using an ESOP
With the goal of improving corporate culture, President and CEO of HB McClure Bob Whalen chose a path that was unexpected by his …
BUSINESS EXPERTise: Finance/Tax
August 1, 2018 By: Edward C. Renenger and Mark B. Russell Pennsylvania Chamber of Business & Industry:Â Catalyst Q: Why Might an Owner Sell …
How to Handle Rehired Employees
When a Plan participant who had previously terminated employment is rehired, questions inevitably arise. When is an employee eligible to actively participate again? …
ESOP Diversification: What Is It and What Is Required?
Section 401(a)(28)(B) of the Internal Revenue Code creates a requirement for ESOPs holding employer securities to allow for the diversification of a participant’s stock account once they become a Qualified Participant.