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Thought Leadership

DOL to Introduce Adequate Consideration Regulations for ESOPs

DOL to Introduce Adequate Consideration Regulations for ESOPs

The Department of Labor (DOL) notified The ESOP Association (TEA) on April 12, 2023, that it would conduct a public notice and comment rulemaking process to further define “adequate consideration” under section 408(e) of the Employee Retirement and Security Act (ERISA). This is a key…

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The ESOP Podcast: Stock Appreciation Rights with Jenn Krieger

The ESOP Podcast: Stock Appreciation Rights with Jenn Krieger

On this episode of The ESOP Podcast, Bret Keisling is joined by Jennifer Krieger, financial advisory services director at Weaver, to discuss stock appreciation rights, including when and why they're issued, performance vs. retention SARs, questions of value dilution, and how SAR's differ from…

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The ESOP Podcast: TXCEO - Building a State Center

The ESOP Podcast: TXCEO - Building a State Center

But really, how did the Texas Center for Employee Ownership become established?

On this episode of The ESOP Podcast, TXCEO – Building a State Center, host Bret Keisling sits down with two founding co-chairs of the Texas Center for Employee Ownership, Weaver’s Jennifer Krieger and EOX’s…

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The ESOP Podcast: Employee Ownership Month

The ESOP Podcast: Employee Ownership Month

In honor of Employee Ownership Month (EOM), host Bret Keisling invited Weaver’s Jennifer Krieger on The ESOP Podcast, Mini-cast 104: EOM with Jennifer Krieger, to celebrate employee owners.

The ESOP Podcast · Mini-cast 104: EOM with Jennifer Krieger

Krieger describes her employee…

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Multicolored documents

ESOPs: Think Outside the Retirement Planning Box

The National Center for Employee Ownership currently estimates that there are about 7,000 Employee Stock Ownership Plans (ESOPs) covering about 13.5 million employees in the United States. Roughly two-thirds of companies offer ESOPs to provide a market for a departing owner’s interest in a…

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