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White paper

ESOP Diversification Trends

By Tina Langlois
TopicESOP

ESOP Diversification Trends

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

Tina Langlois

Tina Langlois

“I really enjoy working with and educating companies of all stages on the ins-and-outs of managing their ESOPs. To know we have helped a company understand all the available options and have recommended a solution that will best help them meet their unique objectives is truly rewarding.”

Meet Tina


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