ESOPs are not required to invest exclusively in company stock. Kevin Long explains.
Transcript
The statute only requires that an ESOP be primarily invested in employer securities and presumably, that means over the life of an ...
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ESOP Blog
ESOP Reshuffling – Getting Stock To The “Have Nots”
ESOP reshuffling is a tool you can use to manage your ESOP repurchase obligation and get stock to the so-called ESOP "Have Nots."
TRANSCRIPT
Speaking of benefits, this is Kevin Long. In this episode, we're going to talk about tools you can ...
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ESOP Releveraging – Getting Stock To The “Have Nots”
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 ...
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ESOP Plan Responsibilities
New ESOP companies often struggle to understand the roles and fiduciary responsibilities associated with managing the plan. No wonder. The words "administrative," "administrator," and "committee" are sprinkled through the lists of responsible parties ...
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ESOP Reverse Allocations
This article describes the use of reverse allocations in Employee Stock Ownership Plan (ESOP) companies to provide a meaningful number of shares for newer and younger employees and to help ensure the ESOP's sustainability.
ESOPs reward longevity ...
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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 ...
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