ESOP Participant Statements: Your Account Trail Guide

 
New England ESOP Association
October 10-12, 2012

David A. Guadagnoli presented "ESOP Participant Statements: Your Account Trail Guide" at the New England ESOP Association's Annual Conference. To help attendees gain a better understanding of their ESOP statement, Mr. Guadagnoli discussed company contributions, forfeiture allocations, vesting, changes in stock prices, diversification options and lump sum distributions.