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Fiduciary Responsibilities for Employee Stock Ownership Plans
Plan sponsors of any employee benefit plan are subject to the governing fiduciary duties and obligations under the Employee Retirement Income Security Act. Let's review a few scenarios that illustrate how the rules manifest in the day-to-day operation of an employee stock ownership plan.

Why October Warrants a Celebration!
October is here, and as a company who is passionate about employee stock ownership plans, the Principal Financial Group® could not be more thrilled at what these next thirty one days represent. October is National ESOP Employee Ownership month and offers the opportunity for us, and all who share our passion, to take some time to recognize the tremendous benefits ESOPs have to offer.

Corporate Governance vs. Retirement Plan Governance - What's the Difference?
A lot is written about "corporate" governance and "retirement plan" governance. It can be confusing - especially when it comes to Employee Stock Ownership Plans (ESOPs). ESOPs are unique, and ESOP fiduciaries often serve in multiple roles, which means they can be subject to different legal standards depending on the decisions they are making for the company and the ESOP.

Local Communities Benefit from ESOPs
When people think of Employee Stock Ownership Plans (ESOPs) terms like succession planning, diversification, or retirement readiness typically come to mind. Increasingly, economic development is being added to that list.

Targeted Communication Helps Engage Participants
Developing a 12-month communication plan is a great way to ensure that you are providing frequent messages about your ESOP to participants. The communication plan is a roadmap that will help you focus your efforts throughout the year.

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