ESOP Blog

Once the ESOP owns all of the company stock, it faces the challenge of how to get stock into the hands of new employees. Watch our video to learn more.   Approaches to Free Up Shares The simplest and most straightforward approach is ...
[Read more] about What Can an ESOP Company Do Once the ESOP Owns All the Stock?

ESOPs and ESOP transactions are highly complex. They involve several areas of the Internal Revenue Code including corporate taxation, qualified plan, design and administration, and mechanical tests. It is important to understand how ESOP transactions ...
[Read more] about What Are the Tax Risks of an ESOP Malfunction?

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 ...
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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?

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 ...
[Read more] about What Are the Fiduciary Risks of an ESOP Malfunction?