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Retirement Planning
Chapter 6: Stock Bonus Plans & ESOPs/EMPLOYEE STOCK OWNERSHIP PLANS (ESOPs)
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Chapter Study Session

Chapter 6: Stock Bonus Plans & ESOPs

EMPLOYEE STOCK OWNERSHIP PLANS (ESOPs)

01.Core Concepts

• Defined Contribution Stock Bonus Plan • Established as a trust • Participant receives allocations of the employer stock from the ESOP. • Employer receives a tax deduction for the value of the stock contributed to the plan.