Frank Luntz to provide insights on communicating in an employee owner environment in keynote remarks at National Conference.

A guide to the rules surrounding ESOP distributions including an overview of The Put Option.

A summary of the valuation issues S corporations can encounter. This is a highly technical ESOP Brief.

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.

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.