Resources to help you more effectively manage your ESOP.
Featured Thought Capital
- Mike Parrett Joins the Principal Financial Group as VP of Consulting
Parrett will provide advanced consulting to employee stock ownership plans (ESOPs), including financial analysis and transaction structuring.
- ESOP Diversification
Requirements (PDF: 116 KB)
ESOP diversification requirements are a matter of concern for all ESOPs. Using a question-and-answer format, this article attempts to clarify the sometimes complex and confusing diversification requirements and provide examples and sample forms that will help plan sponsors meet those requirements.
- Branching Out from Within: Using Social and Digital Communication
Ongoing communication is vital to a long-term, employee ownership experience and culture for your company. Learn about leveraging digital and social media platforms to make your communications as successful as possible.
- Reality Check - What it Takes to Implement a Successful ESOP Communication Plan
Guidelines to think about before you actually start crafting a ESOP communication plan.
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Keeping You Informed
Find additional thought capital on various topics.
Gain insight and perspective from the Principal Financial Group® ESOP team. Updates are posted several times a month.