Resources

ESOP dividends are earnings of the trust and subject to the investment decisions of the ESOP trustee. Learn more about who decides how to use ESOP dividends in our video.   ESOP Dividends ESOP dividends are typically planned for and ...
[Read more] about Who Decides How to Use ESOP Dividends?

All qualified retirement plans are required under ERISA to have two types of fiduciaries. Watch the video to learn more.   Types of Fidicuiaries The types of fiduciaries required for qualified retirement plans are a trustee and an ...
[Read more] about Who Are ESOP Fiduciaries and What Are Their Responsibilities?

Whether employees have a right to vote on the sale of a company actually comes down to the form of the transaction. Learn more in the video.   The Sale Transaction If the sale transaction is a purchase of the stock held in the ESOP, ...
[Read more] about When Do Employees Get to Vote on the Sale of the Company?

When an ESOP company is sold, all of the shares are sold or all of the assets of the company are sold. In this video, we discuss who pays the ESOP loan.   The ESOP Loan It's easiest to think of an ESOP loan as essentially a ...
[Read more] about When an ESOP Company Is Sold, Who Pays the ESOP Loan?

Whether an ESOP can or should participate in earn outs or escrows from transactions depends upon the structure of the transaction and what's prudent. Watch our video to learn more.   Earn Outs & Escrows Many transactions include ...
[Read more] about When an ESOP Company Is Sold, Can the ESOP Participate in Earn Outs or Escrows?

There are a number of reasons why an ESOP may be frozen or terminated. In our video, learn about freezing or terminating an ESOP.   Ending an ESOP Since terminating an ESOP and completely winding up an ESOP trust necessitates buying out ...
[Read more] about What Is the Difference Between Freezing an ESOP And Terminating It?