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.