Servicing Strategies
Sharing Ownership
Advisers help sponsors limit participant use of company stock.
Reported by Joseph Radigan
To access this premium content, please sign up for a free account!
You Might Also Like:
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2024/05/17173944/PAPS-051724-Principal-Buys-ESOP-Biz-1364963901-432x243.jpg)
Principal to Expand ESOP Business Via Acquisition from Ascensus
The firm will add 800 plans and more than 165,000 participants to its leading ESOP position in the U.S.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2023/10/04132140/PA-100423-ESOP-regulatory-uncertainty-1426562020-web-450x315.jpg)
Will ESOPs Finally Get Regulatory Clarity?
SECURE 2.0 requires DOL to create rules for ESOP valuation.
![](https://si-interactive.s3.amazonaws.com/prod/planadviser-com/wp-content/uploads/2021/12/28103619/PA-122821-122821-Chicago-Consultant-ESOP-1215243444-web-450x315.jpg)
Chicago Consultant Faces New ESOP Lawsuit
The complaint claims ERISA violations against the company for allegedly deflating the plan’s value.