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ESOP Q&A: What Is a Distribution Policy?

Bradley Arant Boult Cummings sent this email to their subscribers on February 13, 2024.

 
 
 
 
 
 
 
 

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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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Text-only version of this email

View as Web Page Click here to Forward to A Friend 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] YOU MAY ALSO BE INTERESTED IN... ESOP Q&A: What Distribution Rules Apply? Employee Stock Ownership Plans for Construction Companies: Part 3 New IRS SECURE 2.0 Act Guidance
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