In this video, Kevin Long discusses the dividend reinvestment election for ESOPs.
Transcript
ESOP participants can certainly be given the opportunity to elect to invest ESOP dividends in employer stock within the plan. However, more ...
[Read more] about Can Employees Be Given the Election to Reinvest Dividends in ESOP Stock in More Shares in the ESOP?
ESOP Blog
ESOP Reshuffling – Getting Stock To The “Have Nots”
ESOP reshuffling is a tool you can use to manage your ESOP repurchase obligation and get stock to the so-called ESOP "Have Nots."
Transcript
Speaking of benefits, this is Kevin Long. In this episode, we're going to talk about tools you ...
[Read more] about ESOP Reshuffling – Getting Stock To The “Have Nots”
ESOP Releveraging – Getting Stock To The “Have Nots”
In this podcast we're going to talk about the advantages and considerations to ESOP releveraging, one solution for getting stock to new employees.
Transcript
Speaking of benefits, this is Sheryl Bayani Alzona.
For ESOPs that find ...
[Read more] about ESOP Releveraging – Getting Stock To The “Have Nots”
ESOP Plan Responsibilities
New ESOP companies often struggle to understand the roles and fiduciary responsibilities associated with managing the plan. No wonder. The words "administrative," "administrator," and "committee" are sprinkled through the lists of responsible parties ...
[Read more] about ESOP Plan Responsibilities
ESOP Reverse Allocations
This article describes the use of reverse allocations in Employee Stock Ownership Plan (ESOP) companies to provide a meaningful number of shares for newer and younger employees and to help ensure the ESOP's sustainability.
ESOPs reward longevity ...
[Read more] about ESOP Reverse Allocations
ESOP Planning: How Many Shares Should The Owner Sell
Figuring out how many shares to sell to the ESOP is a fundamental decision part of the planning process. In the final installment of our 4-part series, we look at some of the factors in play when making that calculation. In Part 1 we look at ESOP ...
[Read more] about ESOP Planning: How Many Shares Should The Owner Sell