Resources to help you more effectively manage your ESOP.
Featured Thought Capital
- Guidelines for Communicating a Second Stage Transaction
Following a second stage transaction, participants usually see a decrease in stock value on their statements. They'll likely have questions and might even be worried about the company's future. This is a perfect time to refresh your ESOP education and communication plan.
- VIVA ESOP!
On behalf of the Principal Financial Group® entire employee stock ownership plan (ESOP) team, we hope you were able to join us in Las Vegas for The ESOP Association Conference and Trade Show on November 7-8 at Caesar's Palace.
- 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.
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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.