Companies should thoughtfully approach any changes to the ESOP's distribution rules after it is set up. Watch this video to learn more about changing distribution rules.
Transcript
As ESOPs mature, as loans are repaid, as shares are ...
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ESOP Blog
Are ESOP Contributions Fully Tax Deductible?
A common question regarding ESOPs is if ESOP contributions are tax deductible. Watch our video to learn more.
Transcript
ESOP contributions are fully tax deductible whether they are in the form of stock or cash and they are deductible up ...
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Can Employees Be Given the Election to Reinvest Dividends in ESOP Stock in More Shares in the ESOP?
In this video, Kevin Long discusses the dividend reinvestment election for ESOPs.
Transcript
ESOP participants can certainly be given the opportunity to elect to invest ESOP dividends in employer stock within the plan. However, more ...
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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 ...
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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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