Browsing Tag
Employee Stock Ownership Plan (ESOP)
10 posts
Proposed Rule to Help Fiduciaries Properly Value Employer Stock in ESOPs
DOL proposed regulation provides guidance for fiduciaries to ensure employer stock bought, sold by employer stock ownership plans is at fair market value
New Coalition Promotes ESOP Adoption
Expanding ESOPs seeks to increase usage of partial ESOPs, where employees own a fraction of the company they work for
ESOP Workers Report Higher Retirement Account Balances
Workers of employee stock ownership plans had a median account balance of $80,500, compared to $30,000 for the average 401(k) participant
Interest in Equity Compensation Plans Increasing
Morgan Stanley at Work survey shows more participants cite the plans as reasons they joined and stayed with companies that offer them
ESOP Association Slams DOL For Decades-Old Regulatory Delay
'It created a regulatory vacuum and a “chilling effect on ESOP formation and operation'
SRP’s Shannon Maloney Likes to Make Tough Guys Cry—Here’s Why
Shannon Maloney is a Desert Storm veteran, Managing Director with Strategic Retirement Partners (SRP), and a monthly finalist…
Participation, Value of ‘S Corp’ Retirement Plans Rise
New report finds “substantial increase” in retirement savings and job security for employee-owners
ESOP Feature of Wells Fargo 401(k) Under DOL Investigation
Regulatory filing this week from the banking giant—with one of the largest 401k plans—reveals investigation into transactions associated with the employee stock ownership plan feature
ESOP Advocate Touts Retirement Savings Advantages Revealed in New Study
ESCA cites finding showing average ESOP account balance entering pandemic was more than double the average 401k account balance at a non-employee-owned company
Success with Succession: How an ESOP Helps Maintain Company Culture and Legacy
Millions of Baby Boomers voluntarily left the labor force in 2020 at a more accelerated pace than in…