Kentucky Trust Company
EPIC Retirement Plan Services
Plumbers Local Union No. 1 Benefit Funds
Hochheiser Deutsch & Co, Inc.
Nicholas Pension Consultants
Loren D. Stark Company
Retirement Industry Trust Association (RITA)
Pension Rights Center
Farmer & Betts, Inc.
Retirement Plan Consultants
RTD Financial Advisors
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|ESOP Diversification and Plan Sponsor Responsibilities|
Blue Ridge ESOP Associates
Dec. 22, 2021
"Internal Revenue Code Section 401(a)(28) allows employees to diversify a portion of their stock once they meet certain eligibility requirements. There are specific age and service requirements outlined by the IRS to determine who is a Qualified Participant, however your plan may allow for rules that are less restrictive."
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