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Across regions and industry segments, the workforce is incredibly diverse—and many times each requires different levels of support as well as diverse methods of communication and education. Being well-versed in participants’ needs and challenges before coordinating any equity plan education sessions is key.

Both ESOP and non-ESOP companies regularly provide employees with some form of individual equity compensation. What kinds of equity plans are there? How do you determine which to use? How do you decide how much to give to which people under what conditions?

What is an equity-based long-term incentive plan (“LTIP”), and how many ESOP companies have them? How can LTIPs help retain key executives and align their interests with those of ESOP participants? This session will answer these questions and more.

LLCs require specific forms of equity compensation. This webinar looks at the forms of equity available for LLCs, including capital interests, profits interests, unit rights plans, and unit appreciation rights plans.

Understand the mistakes when investing your ESOP money and having a plan to diversify your ESOP can yield valuable benefits for your retirement.

Understand the mistakes when investing your ESOP money and having a plan to diversify your ESOP can yield valuable benefits for your retirement.

This webinar will focus on recent significant court decisions in ESOP cases and new theories advanced by Plaintiff’s counsel and the DOL in recently filed cases and briefs.  

Plan design is integral to every ESOP -- but with so many decisions to make and so many options, how much does it matter?  Learn which plan features are mandatory, and which offer flexibility. We will discuss the best practices of these different options and the long-term impacts of each.