Article Dec 20, 2022 Key Takeaways from The ESOP Association’s 2022 Las Vegas Conference The 2022 ESOP Association Conference in Las Vegas featured a quality keynote speaker and several sessions on ESOPs. Read on for a recap. Read More
Article Jun 03, 2022 Key Takeaways from the 2022 NCEO Annual Conference The 2022 NCEO Annual Conference featured quality keynote speakers and several educational and networking sessions on ESOPs. Read on for a… Read More
Article Jun 16, 2021 Pension Benefit Statement Update – Lifetime Income Illustrations Requirement Read on for details regarding the DOL’s interim final rule requiring defined contribution plans to provide participants with two lifetime… Read More
Article Feb 26, 2021 ESOP Planning & Administrative Timeline Read on to see how an ESOP administrative timeline can help you timely complete your ESOP allocation and related deliverables. Read More
Article Dec 02, 2020 Effect of COVID-19 on Employee-Owned Firms The Employee Ownership Foundation recently released the results of a qualitative study showing that ESOPs have responded more positively… Read More
Article Jun 17, 2020 Key Takeaways from the 2020 NCEO Annual Conference The 2020 National Center for Employee Ownership (NCEO) Annual Conference, held in April, transitioned to a virtual event due to COVID-19. Read More