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Exit Planning Tools
- Day Zero Guide
- Aha Planner
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- The Grid

A California based company on a mission to grow the wealth of everyday Americans. Zolidar is the easy button for employee ownership.

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👋 Meet Zolid AI

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Definition of Rebalancing on The Grid Glossary

Rebalancing

Published on 2024-06-05 | Last edited on 2024-09-08

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Definition

Rebalancing is an annual process for cash-holding ESOPs that ensures all plan participants have the same percentage breakdown of cash and company stock that the overall ESOP trust holds. Rebalancing does not increase or decrease the face value of an ESOP participant’s account balance

Definition

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