ESOP Blog

We have completed 350+ transactions with over $1.6 billion total assets under our administration.

ESOPs in the U.S.

July 15, 2020

Infographic by National Center for Employee Ownership (NCEO) from ESOPs in the U.S.

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A Comprehensive Re-evaluation Needed to Better Promote Future Retirement Security

July 8, 2020

What GAO Found Fundamental changes over the past 40 years have led to various risks and challenges for the three main pillars of the U.S. retirement system. For example, current projections indicate that by 2034, the Old-Age and Survivors trust fund for Social Security’s retirement program—the first pillar—will only be sufficient to pay 77 percent…

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Can a 100% ESOP company borrow money through the plan to buy other assets?

July 1, 2020

It can, but given that virtually all 100% ESOPs are S corporations and pay no tax, there is no tax benefit to doing so. This may be a way, however, to get shares to new employees. Say a company wants to borrow money to buy a building (or any other asset). Shares would be allocated…

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DISCLAIMER: The Articles displayed on this website do not constitute legal advice, nor do they substitute for the advice of qualified professionals. While the Articles displayed on this website are designed to provide information regarding the subject matter covered, we cannot guarantee the accuracy of any statements contained therein. If any legal advice or expert assistance is required, the services of qualified professionals should be sought.

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