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...
Additional Catch-Up Contributions in 2025
As part of SECURE 2.0 Act, participants ages 60-63 will be permitted to make increased catch-up contributions beginning...
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...
Video Modules Teach the Advantages of Being Employee-owned
“We have an incredibly talented and intelligent group of people and we wanted to make sure they feel...
Blue Ridge ESOP Associates Acquires Crowe LLP ESOP Business
Crowe Employee Stock Ownership Plan (ESOP) and certain tax-related 401(k) Plan services will transition to Blue...
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...
