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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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