Loan & Distribution Specialist AimPoint Pension
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Compass
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AimPoint Pension
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Bates & Company, Inc.
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Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Some Assembly Required - Putting Together An ESOP Program
Chang Ruthenberg & Long PC Aug. 8, 2012
"Due to the almost mythological descriptions of ESOPs in the commercial press, it is important for a client to read and understand at least the very basic principles: first, that it is a broad-based, nondiscriminatory retirement plan; and second, that ESOPs are very complex, bringing with them significant tax incentives and planning flexibility, but often with a commensurate price to achieve those benefits."
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