ESOP Blog

ESOPs are subject to the prohibited transaction rules under the Code, however, there are important exceptions for ESOPs. Watch the video to learn more. Transcript The prohibitive transaction rules that apply to all retirement plans ...
[Read more] about Do the Code’s Prohibited Transaction Rules Apply to ESOPs?

Profit sharing plans are an alternative to ESOPs. In our video, we'll explain some of the differences between ESOPs and profit sharing plans. Transcript ESOPs aren't the only form of retirement plan that can buy or sell stock on a pretax ...
[Read more] about Are There Tax Advantaged Alternatives to ESOPs, Such as Profit Sharing Plans?

A common question is if a company can keep an existing benefit plan if they have an ESOP? Watch our video for the answer. Transcript ESOPs are compatible with the entire range of qualified retirement plans.  Typically where a company ...
[Read more] about Can We Keep an Existing Benefit Plan if an ESOP is Set Up?

There are tax benefits for ESOPs. In this video, we'll discuss several ESOP tax deductions. Transcript The Internal Revenue Code provides several ESOP tax deductions for companies: Finally, once again for a C corporation the company ...
[Read more] about ESOP Tax Deductions Rules

Companies should thoughtfully approach any changes to the ESOP's distribution rules after it is set up. Watch this video to learn more about changing distribution rules. Transcript As ESOPs mature, as loans are repaid, as shares are ...
[Read more] about Can ESOPs Change Their Distribution Rules After It is Set Up?

A common question regarding ESOPs is if ESOP contributions are tax deductible. Watch our video to learn more. Transcript ESOP contributions are fully tax deductible whether they are in the form of stock or cash and they are deductible up ...
[Read more] about Are ESOP Contributions Fully Tax Deductible?