Blue Ridge ESOP Associates Industry News Disability in an ESOP

Tom Roback of Blue Ridge ESOP Associates is a member of XPX Maryland
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When an employee terminates employment with the company due to a disability, his or her ESOP account may be subject to certain procedures and additional benefits. Before these procedures and benefits can be applied, it is important to understand how your ESOP Plan Document defines disability and whether or not the employee’s circumstance meets that definition.

How is Disability Defined?  Click here to continue reading.

Updated: January 4th, 2022

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Call Me When… When a company needs a third party administrator for their ESOP and/or 401k retirement plan or guidance on implementing an ESOP.