PUBLICATION ESOP Diversification Challenges for Private Companies Discusses ESOP diversification challenges and solutions for private companies.
PUBLICATION ESOP Governance in the Face of Business Challenges Describes alternatives for ESOP companies and trustees during business challenges, plus ways to avoid problems.
PUBLICATION ESOP Valuation Issues Articles on issues related to ESOP valuation, ranging from valuing SARs in an ESOP company to valuing an accounting firm's shares.
PUBLICATION Hold It or Fold It: Keeping or Terminating the Employer Stock Fund After Dudenhoeffer and Tatum Describes how the ERISA fiduciary can decide whether to offer or terminate an employer stock fund in a public company 401(k).
PUBLICATION Legal and Practical Considerations for ESOP Fiduciary Liability Insurance Discusses legal issues for ESOP fiduciary insurance and practical considerations in buying a policy.
PUBLICATION Model Equity Compensation Plans Sample plan documents and brief explanations for employee stock option and stock purchase plans (includes CD).
PUBLICATION Moving On: Making the Transition After Selling to an ESOP Case studies on making the transition after selling to an ESOP, plus investment strategies for selling owners.
PUBLICATION Private Company Equity Compensation Administration Toolkit Checklists and templates to help private companies manage equity plans and delegate tasks.
PUBLICATION Reeling in the Lessons for Boards and ESOP Fiduciaries from Fish v. GreatBanc Discusses lessons from the Fish v. GreatBanc Trust Co. litigation over the Antioch Company ESOP.
