Hochheiser Deutsch & Co, Inc.
Loren D. Stark Company
EPIC Retirement Plan Services
Nicholas Pension Consultants
Farmer & Betts, Inc.
Plumbers Local Union No. 1 Benefit Funds
RTD Financial Advisors
Retirement Plan Consultants
Kentucky Trust Company
Pension Rights Center
Retirement Industry Trust Association (RITA)
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|Guidelines for Communicating a Second Stage ESOP Transaction|
Principal Financial Group
Dec. 18, 2015
"[F]ollowing a second stage transaction, participants usually see a decrease in stock value on their statements. They'll likely have questions and might even be worried about the company's future. This is a perfect time to refresh your ESOP education and communication plan."
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