A non-leveraged ESOP is a type of ESOP that does not involve borrowed funds to acquire the sponsoring employer’s stock. It is funded by contributions of cash or stock directly from the employer sponsor. In this video, we discuss the tax benefits of ...
[Read more] about What Are the Tax Benefits of a Non-leveraged ESOP?
ESOP Blog
ESOP Plan Design And Document Drafting
Updated August 2020
If we're drafting your ESOP plan document, then you'll become familiar with our ESOP Plan Design Checklist. That checklist is what jump-starts our conversation with you about how your ESOP should be designed. This article tells ...
[Read more] about ESOP Plan Design And Document Drafting
What Are the Fiduciary Risks of Serving on the Administrative Committee?
An ESOP administrative committee focuses on the operation of the plan and on the management of the plan assets. Watch our video to learn about the fiduciary risks of serving on the administrative committee.
Administrative Committee ...
[Read more] about What Are the Fiduciary Risks of Serving on the Administrative Committee?
What Are the Fiduciary Risks of an ESOP Malfunction?
While there are a number of benefits associated with ESOPs, they can present problems and complications. Understanding the fiduciary risks of an ESOP malfunction helps you avoid them. Learn more in our video.
Fiduciary Risks
There are ...
[Read more] about What Are the Fiduciary Risks of an ESOP Malfunction?
Must an ESOP Company Respond to an Offer to Purchase?
An ESOP company needs to understand what it should do if an offer to purchase is made. Watch our video to learn more about having the proper procedures in place.
Transcript
This is a very dynamic and evolving area of the law involving ...
[Read more] about Must an ESOP Company Respond to an Offer to Purchase?
If Our Company Chooses Not to Go with an ESOP, What Other Strategies Are There?
An Eligible Individual Account Plan (EIAP) may be a good option for a company that decides not to use an ESOP. We discuss this strategy in our video.
Transcript
If a company determines that an ESOP is not appropriate, the other ...
[Read more] about If Our Company Chooses Not to Go with an ESOP, What Other Strategies Are There?