Resources to help you more effectively manage your ESOP.
Featured Thought Capital
- October — it's the most wonderful time of the year
Celebrate October by learning the advantages an ESOP can bring your company.
- 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.
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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.