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Suggest who benefitsEP42 - Third Party Administrator's role in the ESOP ...discussion. With Carla Klingler at Blue Ridge and Associates.
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Suggest questionIn this episode Carla and I discuss the planning needed for a company on a journey to an esop dealing with 404, 415, and 409(p) requirements, limitations and application of the rules to make sure your company is ESOP feasible. Carla has a really cool background - and actually worked with Louis Kelso economist who is notably the inventor and founder of ESOPs.
About Journey to an ESOP & Beyond
ESOPs are gaining traction. In the "Journey to an ESOP & Beyond” podcast, Phillip Hayes explains the process of the ESOP transaction and addresses ESOPs from a business owner’s perspective. The "ESOP Guy" illuminates the simplicity of ESOPs as he debunks common misconceptions that ESOPs are immensely costly and complicated.