Alert / Retirement
Employee Stock Ownership Plan Responsibilities

Chief Financial Officers (CFOs) have a responsibility to optimize capital efficiency and protect the integrity of the balance sheet. Some, though, overlook the risks that their Employee Stock Ownership Plans (ESOPs) pose to those goals, or they miss financial opportunities by failing to plan for their Repurchase Liabilities (RPLs).

New insight by Lockton Senior Vice President Daniel Barry explains ESOP repurchase obligations, four events that can trigger the repurchase obligation, the cost of procrastination and more.

To learn more, read the full article.

    
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