How to Review Your ESOP Reports
Managing an Employee Stock Ownership Plan (ESOP) involves much oversight. As a Plan Sponsor reviewing the reports...
Deepen ESOP Appreciation in Spanish & English
“This approach got people asking questions and it cleared up a lot of misunderstandings,” noted Tom Trainor,...
IRC Section 409(p) Testing – What is it?
My ESOP third party administrator (TPA) is asking me to “please verify whether you have synthetic equity and...
Rehired Employees – What You Need to Know
Turnover is inevitable and in some cases, employees are rehired. How do you treat rehired employees? Will the employee...
Annual ESOP Statements – Carpe Diem
Your annual ESOP statement gives you a terrific opportunity to make the most of employee ownership. Seize it by...
The ESOP Benefit Level
Each ESOP is unique and must consider their own company goals when deciding the appropriate benefit levels. There...
Treasury Shares
Redeeming Calculator_Pen_on_PaperUtilizing a redemption strategy, the company buys previously outstanding shares...
Hurdles for Employee Ownership
After weighing pros and cons, you took the plunge and created an ESOP! Congratulations! This is new and exciting...
What’s the difference between IRC Sections 404 & 415 Compliance Testing?
My administrator just informed me that we have exceeded 415 limits, but I know for a fact our contribution for...