In recent years, there has been an increasing desire by ESOP companies to allow participants additional opportunities to diversify – to begin diversifying early as well as to extend beyond the statutory diversification window until retirement. This white paper covers the current trends in ESOP diversification policies, including:
- Enhanced Diversification
- In-Service Distributions
- One-Time “Window” Offering
Chartwell’s holistic consulting approach helps stakeholders make strategic decisions designed for the long run. Our team utilizes a deep understanding of finance, ownership, and compensation strategies to offer you meaningful insight and analyses to guide your business decision-making.
