Missing Participants. What are you supposed to do?
You’ve spent countless hours and who knows how much money to provide meaningful benefits through your ESOP and/or...
Turnover Trends and the Demographic Bubble Impact on ESOPs
Turnover Downgrade graphYou might have heard in recent times the label “Great Resignation”. Since the occurrence...
Balancing Repurchase Liability and Company Goals
When participants of ESOPs that hold closely held stock (e.g., stock that is not readily tradable on an established...
Redeeming vs. Recycling Stock
Whether you have a new or mature ESOP one thing is for sure, at some point you’ll have to process distributions....
Becoming a Plan Participant and Earning a Contribution
Did you know becoming a participant and earning a contribution are two separate events? An employee could become...
Disability in an ESOP
When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject...
Hands-on ESOP Education at Software Solutions and Onex
Experience is a powerful teacher. You don’t get a driver’s license just by reading about how to drive a car;...
Transforming Employees into “CEOs”
As an ESOP, your company has a great opportunity to build a successful ownership culture that delivers the powerful...
The Beginner’s Guide to S Corporation Stock Basis Adjustments*
To know how to adjust S Corporation stock basis, we first need to answer the question: What is stock basis? Stock...