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E
S
MPLOYEE
TOCK
O
P
WNERSHIP
LAN
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Any size Company from any industry can benefit
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A Company funded retirement plan with ownership of Company stock
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Similar to a profit-sharing plan (no employee contributions, not risking your own $$)
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It is a tax deferred, wealth building benefit to employees
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A tax favorable vehicle for selling shareholders
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ERISA-qualified retirement plan
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Regulated by IRS and DOL
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A succession planning tool
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An employee retention and attraction tool
Please contact us for a free consultation to discuss how we can partner with you.
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