PUBLICATION

Don't Do That with Your ESOP!

True stories illustrating common mistakes in implementing and operating an ESOP and what to do about them.
PUBLICATION

Sustainable ESOPs

Discusses how to remain successfully employee-owned for the long term.
Blog Post January 11, 2022

The 2022 National ESOP Database Is Now Available

The 2022 ESOP database is now available, containing comprehensive information about every ESOP in the US. This database breaks out privately held and publicly traded ESOPs, and includes the age of the ESOP, number of participants, total plan assets, and more. 
PUBLICATION

Innovative ESOP Transaction Structures

Describes a variety of innovative transaction structures for ESOPs, ranging from using profit sharing funds to having the ESOP co-invest with private equity.
PUBLICATION

The DOL Fiduciary Process Agreements for ESOP Transactions

This updated publication, whose coauthor Ted Becker represented GreatBanc in the negotiations with the DOL that led to the original Fiduciary Process Agreement, is an invaluable resource for those who seek to use the GreatBanc and subsequent DOL fiduciary process agreements as a guide to an ESOP trustee's obligations.