ESOP participants nearing retirement age have the option, by law, to diversify a portion of their ESOP stock. This ESOP Brief discusses why and how participants may consider this option.
The ESOP Association
ESOP Association Resources
ESOP Brief, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
ESOP Brief, Benefits, Retirement Benefits, Diversification, Distributions, Resource
Dec. 17
A broad overview of how ESOPs compare to other employee benefit plans, like 401(k) plans, and what the benefits of ESOPs are to employee owners.
ESOP Brief, KSOPs, 401(k), Resource
Dec. 17
A summary of how ESOPs and 401(k) plans can work together to benefit the employee owner and the employer.