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ESOP Blog

ESOP

Who Are the ESOP’s Trustees and How Do I Determine That?

ESOP trustees are selected by the Board of Directors. Watch our video to learn more about how to choose your ESOP trustees.   ESOP Trustees The law requires the board to be responsible for the prudent selection, monitoring, ...
[Read more] about Who Are the ESOP’s Trustees and How Do I Determine That?

ESOP

Who Is Legally Responsible for Valuing the ESOP Stock?

The ESOP appraisal process is the legal responsibility of the trustee. Learn more about the process in this video.   ESOP Valuation The ESOP trustee is the owner of the shares and must report the value of the stock ...
[Read more] about Who Is Legally Responsible for Valuing the ESOP Stock?

ESOP

Who Votes the Shares Held in the ESOP?

The Code requires that company stock in the ESOP must have full voting rights. In this video, we discuss who votes the shares held in the ESOP.   Voting Rights for ESOP Participants Since the ESOP trustee is the shareholder, the trustee ...
[Read more] about Who Votes the Shares Held in the ESOP?

ESOP

Who Participates in the ESOP?

Since an ESOP is a qualified retirement plan, it is subject to the same eligibility and coverage rules as other plans such as profit-sharing plans. Watch our video to learn more about who participates in the ESOP.   ESOP ...
[Read more] about Who Participates in the ESOP?

ESOP

Who Decides How to Use ESOP Dividends?

ESOP dividends are earnings of the trust and subject to the investment decisions of the ESOP trustee. Learn more about who decides how to use ESOP dividends in our video.   ESOP Dividends ESOP dividends are typically planned for and ...
[Read more] about Who Decides How to Use ESOP Dividends?

ESOP

Who Are ESOP Fiduciaries and What Are Their Responsibilities?

All qualified retirement plans are required under ERISA to have two types of fiduciaries. Watch the video to learn more.   Types of Fidicuiaries The types of fiduciaries required for qualified retirement plans are a trustee and an ...
[Read more] about Who Are ESOP Fiduciaries and What Are Their Responsibilities?

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Recent ESOP Posts

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