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Ways to Design Your ESOP and 401(k) Plan to Work Together

National Center for Employee Ownership [NCEO]

Apr. 23, 2019
Recorded Online
Webcast

Most, if not all, ESOP companies also have a 401(k) plan. Employers should view these two programs together - not separately.

Discussion topics include:

  • What should be your company's targeted annual retirement plan benefit for covered employees? Is it 5% of compensation, 7% of compensation, 10% of compensation?
  • Discuss how to structure the annual ESOP contribution to hit that target, when combined with the company's (match) contribution to the 401(k) plan. This is especially relevant in a leveraged ESOP when you are deciding what the term of the ESOP Loan (and, therefore, the annual Company contribution for payment of principal and interest) should be.
  • How to use the Company's ESOP contribution to make your Company's 401(k) Plan "safe harbor".
  • How to use the Company's 401(k) Plan for transfers of diversification-eligible distributions from the ESOP.
  • Understand how the limits on annual deductions and on annual additions to individual accounts work when you have both an ESOP and 401(k) Plan.

Presenter: John R. Nelson, Managing Director, NFP Retirement, Inc

Continue by clicking on the following link:
https://www.nceo.org/node/26608

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