Five Things Employee-Owners Need to Know About Their ESOP
Dive into five essential questions employee-owners should learn about their retirement benefits.
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Peter Newman, CFA
- Oct 12
- 6 min
How Does an Employee Stock Ownership Plan (ESOP) Work?
Diversification is the process of selling shares in your ESOP account and reinvesting the proceeds in another investment account.
Peter Newman, CFA
- Sep 28
- 4 min
Five Advantages to Working at an Employee-Owned Company
Higher job satisfaction and security are just two reasons why getting hired at an employee-owned company could be a good career move.
Peter Newman, CFA
- Oct 27, 2022
- 4 min
How Large A Slice Is ESOP In Your Retirement Pie
How much income can you generate from your assets? As an employee owner, your ESOP plan could be a large segment of your retirement pie.
Peter Newman, CFA
- Oct 20, 2022
- 4 min
8 Ways to Increase Your ESOP Value and Wealth
There are many steps you can take to improve company profitability and employee productivity.
Peter Newman, CFA
- Oct 13, 2022
- 4 min
How Much Retirement Income Will My ESOP Generate
As an employee owner, you have a handy wild card in your retirement planning portfolio – your ESOP plan.
Peter Newman, CFA
- Mar 31, 2022
- 3 min
6 Questions ESOP Participants Should Ask
If you participate in an ESOP, there are 6 questions you should be asking your employer.
Peter Newman, CFA
- Mar 24, 2022
- 4 min
The In’s and Out’s of ESOP Diversification
What does ESOP diversification mean? And, how will ESOP distribution impact you during your retirement planning?
Peter Newman, CFA
- Mar 17, 2022
- 4 min
I am an ESOP Participant. When Will I Be Paid?
Most employees who participate in an ESOP are eligible to begin getting paid for their stock at age 55 and age 60.
Peter Newman, CFA
- Mar 10, 2022
- 5 min
ESOP vs 401k: Understand the Differences
ESOP and 401k plan differences: who funds them, how much is contributed, what investments are available, and when you can withdraw money.
Peter Newman, CFA
- Mar 3, 2022
- 3 min
Is an ESOP a Good Retirement Plan?
Employees who work at companies where profits grow consistently will enjoy a corresponding ESOP value growth.
Peter Newman, CFA
- Jul 22, 2021
- 4 min
Business Owners - What Will Be Your Legacy?
ESOPs create wealth equity for all employees no matter their rank in the company.
Peter Newman, CFA
- Jul 15, 2021
- 5 min
Comparing Your Exit Options
Which option should you choose to exit your business? Understanding your priorities will help balance the PROS and CONS of your exit plan.
Peter Newman, CFA
- Apr 29, 2021
- 3 min
Is my ESOP enough to retire?
How long your retirement income will last depends on the sources of the income you will have at your disposal.
Peter Newman, CFA
- Apr 15, 2021
- 4 min
Minimize Risks for ESOP Participants
While company stock is a good source for saving toward retirement, it should not be your only source.
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