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Employee Stock Ownership Plans (ESOPs): Latest Trends and Developments in the 2017 Landscape

Knowledge Group

June 1, 2017
Recorded Online
Webcast
3:00 pm – 5:00 pm EST

An employee stock ownership plan (ESOP) is a qualified defined-contribution retirement plan in which the company contributes its stock or acquires shares from existing shareholders, for the benefit of the company's employees. Under the Internal Revenue Code of 1986, stock sales to an ESOP may qualify the seller to the ESOP for a tax-favored treatment.

In this LIVE Webcast, a seasoned panel of experienced ESOP consultants and professionals brought together by The Knowledge Group will provide the audience an in-depth overview of the fundamental framework of Employee Stock Ownership Plans. Speakers will highlight the recent trends and developments with regard to this remarkable topic.  Speakers will also discuss cases involving ESOP companies.

Key Topics

  • Employee Stock Ownership Plans – Framework
  • Opportunities and Risks
  • Myths and Misconceptions Related to ESOPs
  • Current Regulatory Environment of ESOPs
  • Recent Trends and Developments

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