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Employee Stock Ownership Plans

Have a client who’s interested in an Employee Stock Ownership Plan (ESOP)? That’s great. We’re here to help.

The basics of ESOPs

So what exactly is an ESOP? It’s a type of qualified retirement plan. And it can help a business with the following:

  • Buy out one or more owners
  • Give employees a retirement benefit
  • Raise capital or build debt capacity

Important Information

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.


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