Resources

In this video, we discuss how ESOP appraisers handle control premiums and minority discounts. Transcript In our experience, ESOP appraisers will not use a controlling interest or control premium or a valuation without a minority interest ...
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If you have both an ESOP and 401(k) plan, you may have questions about the option to combine them to reduce administrative expenses. In our video, we discuss some options. Transcript Combining your ESOP and your 401(k) plan may or may not ...
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ESOPs are subject to the prohibited transaction rules under the Code, however, there are important exceptions for ESOPs. Watch the video to learn more. Transcript The prohibitive transaction rules that apply to all retirement plans ...
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Profit sharing plans are an alternative to ESOPs. In our video, we'll explain some of the differences between ESOPs and profit sharing plans. Transcript ESOPs aren't the only form of retirement plan that can buy or sell stock on a pretax ...
[Read more] about Are There Tax Advantaged Alternatives to ESOPs, Such as Profit Sharing Plans?

A common question is if a company can keep an existing benefit plan if they have an ESOP? Watch our video for the answer. Transcript ESOPs are compatible with the entire range of qualified retirement plans.  Typically where a company ...
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