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The Importance of a Beneficiary Form
Blue Ridge ESOP Associates Link to more items from this source
Dec. 13, 2018

"ESOP's are usually not designed to allow for immediate entry upon hire so a new employee may not be an ESOP participant right away. Asking your new employee to fill out a ESOP beneficiary form ahead of time is a proactive option to ensure you have the election once they enter the plan.... Consider a review of your employee population at least once a year ... at the beginning of the new plan year or at the time of annual distribution of participant statements."

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