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For many people, the best way to use our resources is to browse or search our site for the many articles, publications, Webinars, meetings, and other resources here. The materials under "A General Guide..." below introduce you to our main activities. However, there are many specialized topics for which only a few pages are relevant, like equity compensation for LLCs. To help you find that needle in a haystack, we have collected some frequently requested pages under "A Selective Guide..." at the bottom of the page.
Our Service Provider Directory is complemented by the ESOP Lender Directory in the members-only area of our website (username and password required). This specialized resource is restricted to direct providers of capital; includes both Service Provider Directory members, other members, and nonmembers; and includes a transaction range for each lender.
Freezing or terminating a plan: Our publication Terminating an ESOP: Valuation and Fiduciary Issues; Freezing or Terminating an ESOP on this site; in the Employee Ownership Report (username and password required), see p. 5 in the May-June 2009 issue and and p. 7 in the September-October 2010 issue.
Model plan: Our Model ESOP book/CD.
ESPPs: GPS: ESPP; the ESPP chapter in Selected Issues in Equity Compensation; parts of Accounting for Equity Compensation, The Stock Options Book, The Decision-Maker's Guide to Equity Compensation, and the members-only ESPP Webinar replay (username and password required).
Limited liability companies (LLCs): Equity Compensation for Limited Liability Companies, the short article on this site, and our prerecorded Webinar on Equity Compensation in LLCs.
Performance awards: The chapter and sample plan in Equity Alternatives.
Restricted stock, phantom stock, SARs: The article Phantom Stock and Stock Appreciation Rights (SARs), the chapters and sample plans in Equity Alternatives; and the book GPS: Restricted Stock and Restricted Stock Units.
Outside resources: See our Equity Compensation Resource List.
ESOPs: who to contact for questions or help: As noted at the bottom of our participant rights article, the U.S. Department of Labor maintains a toll-free hotline for plan participants and beneficiaries who have questions or problems: call 1.866.444.3272, or alternatively go to www.askebsa.dol.gov.
Equity compensation: The sites on our links page.
Articles: See our articles, especially the research section at the bottom.
Start at our Press Center for suggested articles, website resources, and contact information.