FORsights by Rachel Hudgell
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.
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…
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…
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.
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…
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.