Apr 7, 2020107: Tom Roback - Plan Administration & COVID-19A look at ESOP Plan administration during the pandemic. Topics discussed include distributions and other plan changes under The CARES Act...
Mar 3, 2020103: ICYMI - ESOP Basics: Plan Design & AdminWe spend a lot of time focused on culture and community benefits of ESOPs. Fundamentally, ESOPs are a qualified retirement plan. We turn to
Feb 7, 2020Mini-cast 69: ESOP Participants and Plan InformationESOP companies must provide participants (including current and former employees) certain information including an annual account statement
Feb 4, 202099: CapEx, Real Estate, and ESOP Share PriceWe look at whether it's appropriate to make capital expenditures (CapEx) that result in a drop in share price, whether it's okay...