What is an ESOP?

An ESOP is a qualified retirement plan designed to invest primarily in the stock of the sponsoring employer.

    • For owners of closely-held companies, an ESOP is a succession planning tool that allows them to transition ownership of their companies to employees on a tax-advantaged basis while continuing their legacy
    • To a company, an ESOP is a corporate finance vehicle that can create tax benefits not available anywhere else in the Internal Revenue Code
    • From an employee perspective, an ESOP is a defined contribution retirement plan designed to provide eligible employees with beneficial ownership of shares of company stock

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