In this video, we discuss the different types of ESOP financing.
Transcript
There are various forms of ESOP financing. First, an ESOP can borrow money directly from a bank to fund a transaction. Second, a corporation can lend money ...
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Resources
How Can a Lawyer Help Me Choose The Right ESOP For My Company?
An attorney can be invaluable as a company decides the right ESOP for its organization.
Transcript
Choosing the right ESOP transaction for your company comes down to balancing the needs, trade-offs, and risks to all parties involved ...
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CARES Act Best Practices: Balancing Participants’ Financial Needs With Concern For Long-Term Retirement Savings
Retirement plan providers are rolling out expanded retirement plan distribution and loan options rapidly. Employers and recordkeepers are wrestling with whether notice to participants is required and, if not, what notice should be given. Employers ...
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How Can A Company Use Its ESOP To Acquire Another Company?
An ESOP can be a vehicle for acquiring another company. Watch our video to learn more.
Transcript
A lot has been written about using an ESOP as an acquisition vehicle to buy other companies. How that's done depends upon a number of ...
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CARES Act – Retirement Plan Loans & Distributions Relief For Employees
The Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law on March 27th, providing relief for employees in the form of expanded retirement plan loan and distribution options. Here's what plan sponsors should know right ...
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Your Employee Benefits Plans – What You Need To Think About Right Now
Businesses large and small are hustling to continue operations, manage cash flow and avoid layoffs and terminations if possible. We've been through this before and we're ready to share our employee benefits experience from past economic disruptions. ...
[Read more] about Your Employee Benefits Plans – What You Need To Think About Right Now
Confused by the terminology? Check our Glossary of Terms