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Fundamental Framework of Employee Stock Ownership Plan: Key Features Uncovered

Knowledge Group

Apr. 27, 2017
Recorded Online
3:00 pm – 5:00 pm EST

An Employee Stock Ownership Plan (ESOP) is a tax-qualified defined-contribution retirement benefit plan that is designed to invest primarily in stock of the sponsoring employer.  ESOPs provide a valuable retirement benefit for employees, incentives for employee productivity and tax advantages for shareholders.

ESOPs are subject to specific requirements under the Internal Revenue Code and ERISA.  

In this LIVE Webcast, a panel of distinguished professionals brought together by The Knowledge Group will help the audience understand important issues in establishing and operating an ESOP, as well as navigating compliance with IRS and Department of Labor rules governing ESOPs.

Key Topics

  • Types of ESOP Companies: Public, Private, Banks (special issues)
  • ESOP Company Characteristics
  • ESOP Company Advantages
  • Is Your Company a Good ESOP Candidate?
  • Establishing an ESOP
  • Structuring an ESOP Transaction
  • ESOP Plan Administration
  • ESOP Account Distribution Issues
  • Special Considerations for Subchapter S Corporations
  • Trends and Developments

More Information, How to Register

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