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Effective July 1, 2024, ESOP Economics is now part of the Principal Financial Group®. For more details, visit www.principal.com/ESOP
News
How the New Tax Law Will Affect ESOP Repurchase Obligations
The lower maximum corporate tax rates in the recently-enacted tax bill are welcomed by most businesses, but they are likely to have a...
Doing an ESOP Repurchase Obligation Study
Download Article CFOs at ESOP companies acknowledge the importance of planning for the cash requirements associated with ESOP...
Our ESOP Benefit Level is Really High - So What?
Download Article Does a high benefit level make an ESOP unsustainable? To judge from recent conversations with a number of ESOP companies...
3 Important Questions (Infographic)
We help clients answer 3 important questions.
Managing Repurchase Obligations through ESOP Plan Design
Download Article When companies think of repurchase obligation, they are usually focused on the “when” and “how much?” It is less often...
A Study In 7 (Infographic)
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Making The Bubble Work
Oxygen Service Company develops a successful repurchase obligation strategy with help from ESOP Economics
Releveraging as a Tool for Managing ESOP Repurchase Obligations
Download Article Releveraging has received much attention in the past several years as a strategy that can potentially control repurchase...
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