ESOPs are not required to invest exclusively in company stock. Kevin Long explains.
Transcript
The statute only requires that an ESOP be primarily invested in employer securities and presumably, that means over the life of an ESOP. ...
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ESOP
ESOPs: The Three Types
This article will acquaint you with the utility of the ESOP as both a technique of corporate finance and an employee benefit plan. It is important to note, however, that there are other qualified retirement plans that can be used to invest ...
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ESOP Distributions: Problems to Avoid
Any ESOP attorney or consultant can tell you that ESOP distributions can be the most complex and challenging area of ESOP design and administration. As discussed in detail in our articles Designing And Drafting ESOPs[1], and Avoiding ERISA Liability ...
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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 ...
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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 ...
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Ken Ruthenberg And ESOP Attorney Kevin Long Named Among Best Lawyers In America
Best Lawyers in America has again honored Employee Benefits Law Group by naming Ken Ruthenberg and ESOP Attorney Kevin Long to its list. Both have earned the recognition every year since 2001.
For over 30 years, Best Lawyers has used a ...
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