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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. …
Do I Lose Control Of The Company In An ESOP Transaction?
The sale of the company to a 3rd party usually means giving up control of the company. But what if you aren’t willing …
BUSINESS EXPERTise: Finance/Tax
August 1, 2018By: Edward C. Renenger and Mark B. RussellPennsylvania Chamber of Business & Industry: Catalyst Q: Why Might an Owner Sell to an …
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 …