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11.03.20

What’s new with employee stock ownership plans

BY , Matthew D. Goedert

In this virtual program, we discuss "What's New With Employee Stock Ownership Plans." Below are a couple of key takeaways from our discussion, as well as a link to the recording.

  • Our clients are asking about interim valuations, partial terminations, and changes to distribution policies.
  • A few things that are possibly on the horizon are an influx of private equity investments in ESOP companies, increased volume of QDROs, and 409(p) testing concerns. 

Tags: Webinar

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Author

Karen D. Ng

Partner

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Author

Matthew D. Goedert

Counsel

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