Tag: ESOPs

Legislative and Judicial Actions

The DOL updates auditor independence rules; the IRS extends plans’ amendment deadlines for certain CARES Act and Tax Relief Act provisions; MarylandSaves, the latest state-run plan, launches; and more.

Sharing Ownership

Advisers help sponsors limit participant use of company stock.

Employee-Owned

Advisory practices can be good candidates for ESOPs.

ESOPs Can Reduce Wealth Inequality

New research finds offering an employees stock ownership plans (ESOP) is a way to build wealth that can make a tremendous difference in retirement security.