A court used plain language of the ESOP plan document to show the plan administrator's failure to implement participants diversification elections was "arbitrary and capricious." Dave and Vikki Bryant ...

What makes Employee Stock Ownership Plans (ESOPs) an attractive option for succession planning? What should companies consider when exploring this option, and how has it benefited Grassi and your firm ...

And Excel Legacy Group (ELG) reveals its 3-Step ESOP Implementation Process. ELG is a respected financial sector leader, particularly with expertise in ESOP planning. The popular and dynamic concept ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. For estate planning advisors and their clients, this resurgence raises an ...

Owning and operating an automotive dealership, or group, is a demanding yet rewarding business. However, one of the most critical and often neglected aspects of owning a dealership is succession ...

ESOPs offer a unique and compelling exit strategy for business owners, allowing them to sell a portion of their company to a trust that benefits their employees. This not only provides owners with ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Business owners across various industries are awakening to ...