Find Your Resource

Every year we hear great ideas from ESOP companies on culture, administration, sustainability, governance, and more. This seminar brings together many of these ideas in a single place. You will learn:  What are some of the best ideas from ESOP companies in corporate culture and communication?  What are some of the best ideas from ESOP companies in plan design, operations, and governance?

Gather fresh ideas and discuss a wide range of topics that by the end of this webinar you may be uttering the phrase “We should do that with our ESOP”!

Take an aerial view of many different topics and review some of the key details to understand before you consider the implementation to your ESOP.

ESOPs benefit employees, sellers, and the organization's bottom line - in most companies. From time to time, mistakes with an ESOP have caused legal problems for the company, personal loss to plan fiduciaries, and damaged morale. This session will cover a variety of "anti-case studies" and discuss different ways companies can avoid problems before they arise.

Many ESOP companies in the United States are organized as 100% owned S corporations and therefore do not have federal or state income tax obligations. However, even 100% S corp ESOPs have other tax obligations that can be reduced or eliminated thanks to economic development incentives.

Corporate governance shouldn’t just be a priority; good corporate governance should be a prerequisite. This session will go into detail on the characteristics of strong corporate governance and the characteristics of strong ESOP governance and the interplay between the two.

ESOP Administrative Committees can play a variety of roles. Most commonly, they either are the fiduciary or direct the fiduciary. In both cases, they also make sure that plan administration is properly handled. This webinar will explore who should be on it for how long? What kinds of information should they gather? How should they communicate with employees? If they are directing a trustee, how can they make that interaction most useful? What are some examples of don't do that's administrative committees have stubbed their toes on?

This webinar highlights how the communication committee is essential to the long-term success of the organization. Our goal is to help your company have an effective internal communications committee.

Discuss ways ESOP companies can communicate, educate and honor their fellow Employee Owners.

Learn how to engage employees to think like owners in this webinar exploring the many facets of an ESOP structure.