Resources to help you more effectively manage your ESOP.

Achieving Sustainability in an ESOP Company

Oct. 12, 2015

Sustainability is the ability to thrive as a viable business entity, whether as an ESOP owned company or in another form of ownership.


Re-Evaluating Your ESOP

Oct. 5, 2015

When a mature ESOP begins to pose potential challenges, there are several alternatives for bringing the ESOP back in sync.


Help Your Employees Take Notice of an ESOP Through Communication Campaigns

Sept. 10, 2015

ESOP is an investment in the future of the company, you can harness its power to help benefit both the company and the employees.


Advocating for Your Retirement

Sept. 8, 2015

Participation in regional and national ESOP conferences is a part of a continuous effort to expand our depth of industry knowledge and better serve our clients.


Culture Connection - How Your Committee Can Help

July 20, 2015

Communication committees can help employees embrace their role in an employee-owned company.


Subchapter S Corporation Cost Basis

July 1, 2015

Answers regarding how the Subchapter S Corporation Cost Basis should be adjusted in an ESOP.


Determining the Feasibility of an ESOP

July 1, 2015

Completing a feasibility study can help to make informed decisions.


Are Your Employees Retirement Ready?

July 1, 2015

How an employer can help ensure retirement readiness among its employees.


Get Engaged with an Emotional ESOP

April 1, 2015

Engaging employees isn't quick or easy - but it is totally possible, learn more here.


Can ESOP Companies Continue to Hold Employer Stock?

April 1, 2015

What are the due diligence requirements of ESOP fiduciaries and company Board of Directors following 2014 Supreme Court findings?

Ask an ESOP Expert

Share your ESOP questions directly with The Principal ESOP experts. We'll help find an answer. 

ESOP Insights

Gain insight and perspective from the Principal Financial Group® ESOP team. Updates are posted several times a month.

My PERLS® Webinar

Join us for the next webinar, featuring new enhancements to our My PERLS software! Registration details coming soon.