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Retirement Plan › 401k › Stocks

Husch Blackwell LLP

Anatomy of an ESOP

Husch Blackwell LLP on

ESOPs can pay fair market value for the stock: Stock purchased by an ESOP must be appraised by an independent third party expert working with a trustee for the ESOP who must also be independent from the seller. The ESOP is...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

2017 was a banner year for 401(k) plans

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

An analysis by the Employee Benefit Research Institute (EBRI) shows that 2017 was a banner for 401(k) plan account balance. The analysis found that the average account balance for younger (25-34), less tenured (1-4 years)...more

Katten Muchin Rosenman LLP

Amendment of Public Company ESOPs may be Required

Katten Muchin Rosenman LLP on

Many public companies allow their employees to invest a portion of their retirement plan balances in company stock. By making a company stock fund an available investment in a 401(k) plan, employees may share the potential...more

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