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New Data: The NCEO 2023 Repurchase Obligation Survey

Handling the repurchase obligation is a critical aspect of ESOP planning and administration. To provide the ESOP community with context for how other companies approach their repurchase obligation, the NCEO conducted a survey of ESOP companies in early 2023. The respondents described their distribution practices, diversification policies, confidence about their ability to meet their obligations, and other issues regarding repurchase obligations

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