ESOP Blog

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

Why Use An External Trustees?

January 29, 2020

EXTERNAL TRUSTEES ARE EXPERTS. External trustees often have the experience and knowledge of all the issues that arise in connection with an ESOP. The Aegis team has over 65 years of ERISA experience making us uniquely qualified to fulfill the fiduciary obligations of trustee. Because Aegis’s only business is providing trustee services we have the…

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How an Employee Stock Ownership Plan (ESOP) Works

January 22, 2020

ESOPs Provide a Variety of Significant Tax Benefits for Companies and Their Owners. ESOP Rules Are Designed to Assure the Plans Benefit Employees Fairly and Broadly. Employee ownership can be accomplished in a variety of ways. Employees can buy stock directly, be given it as a bonus, receive stock options, or obtain stock through a…

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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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