ESOPs: The Good, the Bad, and the Ugly

Employee Stock Ownership Plans (ESOPs) are unique among retirement plans. An ESOP merges the tax benefits of a qualified retirement plan with corporate finance, and aligns employees’ retirement benefits with corporate goals. This combination of tax favored employee and corporate benefits is complex, but with planning and an expert team of advisors, it can be a win-win scenario for both employees and employers.

This paper examines the benefits of ESOPs to both the employer and the employee.

Please fill out our form to read the full white paper.

ESOPs: The Good, the Bad, and the Ugly

Download the white paper: Is an ESOP Right for Your Organization? A look at the good, the bad, and the ugly of an Employee Stock Ownership Plan
  • Please put your full name
  • Please put in a valid email address
  • Please put in your company name
Category: Retirement Plans
Share: