In this podcast we're going to talk about the advantages and considerations to ESOP releveraging, one solution for getting stock to new employees.
TRANSCRIPT
Speaking of benefits, this is Sheryl Bayani Alzona.
For ESOPs that find themselves in what is known as a "have and have-nots" ...
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About Sheryl Bayani-Alzona
ESOP Planning: How Many Shares Should The Owner Sell
Figuring out how many shares to sell to the ESOP is a fundamental decision part of the planning process. In the final installment of our 4-part series, we look at some of the factors in play when making that calculation. In Part 1 we look at ESOP Basics. Part 2 discusses how to determine if an ESOP ...
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ESOP Distribution: Court Decided Validity
Two questions were at the heart of an retirement plan court case involving an ESOP distribution that was decided in 2018:
When is a retirement plan distribution a distribution?Is a retirement plan distribution subject to state law or the federal Employee Retirement Income Security Act ...
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Understanding ESOPs: How To Determine If An Employee Stock Ownership Plan Is Right For You
An Employee Stock Ownership Plan (ESOP) offer compelling advantages for business owners, companies and their employees. Out of all the business planning options out there, they stand out because of their flexibility.
This second installment of our 4-part primer looks at some of the options, ...
[Read more] about Understanding ESOPs: How To Determine If An Employee Stock Ownership Plan Is Right For You