IRS ESOP Review Worksheet Revised

The Internal Revenue Service has created a revised Employee Stock Ownership Plan (ESOP) Review Worksheet to be used for plans’ initial review.

The National Center for Employee Ownership (NCEO) reports that the three-page worksheet is meant to be used as tool to help design ESOP documents that meet regulatory requirements.  

The worksheet is at http://www.irs.gov/pub/irs-tege/esop_worksheet_0811.pdf

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