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EMPLOYEE BENEFITS ALERT
By Caleb L. Barron, B. David Joffe
A distribution policy is a helpful tool for ESOP companies to comply with distribution requirements while retaining maximum
flexibility. In a prior article, we reviewed the rules governing ESOP distributions. In this article, we discuss how ESOP
companies can implement and utilize distribution policies to best manage distributions within the confines of these rules.
AUTHORS
Caleb L. Barron
CALEB L. BARRON
Partner
615.252.3569
[email protected]
B. David Joffe
B. DAVID JOFFE
Partner
615.252.2368
[email protected]
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