Quick intro to ESOPs
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Extra Retirement Savings
Earn a ownership stake in your company without needing to pay anything out of your own pocket
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Stronger Communities
ESOPs keep profits local instead of sending them to investors outside your community -
Purpose-Driven Work
Working for an ESOP-owned company is all about working together for the benefit of all employees, their families and their community
Diving Deeper into ESOPs
How an ESOP Works (Step-by-Step)
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Company sets up a trust
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Employees are allocated shares over time typically based upon their compensation
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Share values grow as the company succeeds and becomes more valuable
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Employees receive the value of their shares when they retire or leave
How Do You Actually Benefit as an Employee?
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ESOP retirement accounts are often worth 2–3x more than 401(k)s
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Shares = real value that builds over time
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No out-of-pocket cost to participate
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The longer you work the more shares you can get
How ESOPs Build Stronger Companies
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Employees think and act like owners
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More collaboration, higher productivity
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Lower turnover and stronger workplace culture
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The company gets tax advantages that reduce tax payments to the IRS and be used to invest back in the company
Myths vs. Facts
1. “ESOPs are risky or unstable”
- Actually, many ESOP companies outperform non-ESOP companies financially.
2. “Only old workers benefit”
- ESOP's are a retirement benefit but the longer you work for the company the more shares you can earn so ESOPs are most advantageous for younger employees.
3. “It replaces your 401(k)”
- Most ESOP companies offer both a 401(k) and an ESOP.

