Employee Stock Ownership Plan

An employee stock ownership plan (ESOP) is a qualified retirement plan that invests primarily in employer stock. ESOPs can be an attractive option for business owners looking for an exit strategy and a way to motivate and reward employees. They provide a flexible, tax-advantaged solution which can benefit selling shareholders, the company and employees.

Although an increasing number of companies are using them, the benefits of an ESOP are commonly misunderstood. Read our insights below to learn more about advantages and considerations of this type of plan.

Featured insights


Succession planning using employee stock ownership plans

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.


How an ESOP can preserve a business and a legacy

What is the right succession plan? For many in the construction industry, the answer is often found in the employee stock ownership plan.


DOL issues interim rule on lifetime income disclosure

The DOL’s lifetime income disclosure rule will increase costs and information required for benefit statements in defined contribution plans.


Implications for retirement plans from COVID-19

Employers should review retirement plan provisions for employee assistance and cash saving opportunities in response to economic conditions.


Don’t put your employee stock ownership plan on autopilot

Companies often need to review ESOPs as changes arise in the business, employee demographics and in the economic environment.

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