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ESOP

How An ESOP Program Is Put Together – Some Assembly Required

Updated February 8, 2021 Unlike the typical 401(k) plan, ESOPs aren't an "off-the-shelf" retirement plan. Until recently, each ESOP plan had to be individually designed to serve a specific set of purposes. The IRS recently allowed ESOP plan ...
[Read more] about How An ESOP Program Is Put Together – Some Assembly Required

ESOP

The Truth About S Corporation ESOPs

In 1996, Congress enacted legislation[1] that for the first time permitted an employee stock ownership plan (ESOP) to be an eligible S corporation shareholder, effective for tax years beginning after December 31, 1997. In 1997 the law was modified ...
[Read more] about The Truth About S Corporation ESOPs

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?

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Confused by the terminology? Check our Glossary of Terms

Recent ESOP Posts

ESOPs Don’t Improve Company Performance? What?

ESOPs as an Exit Strategy

The Epic Tale of the RobbJack Corporation ESOP– An Interview with Their Chairman of the Board, Mr. David Baker

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