Managing ESOP distribution and diversification obligations

By Allison Wilkerson and Myriem Bennani on June 24, 2025

Posted In Employee Benefits, Employee Stock Ownership Plans (ESOPs)

On June 3, 2025, Allison Wilkerson and Myriem Bennani participated in a webinar hosted by the National Center for Employee Ownership (NCEO). They discussed proactive strategies for managing ESOP distribution and diversification obligations, including legal requirements, planning opportunities with “administrative loans,” and methods to meet benefit level goals, offering valuable insights for companies navigating ESOP administration.

Access the webinar recording.

Tags: ESOP distribution, ESOP diversification, National Center for Employee Ownership, NCEO

Allison Wilkerson
Allison Wilkerson focuses her practice on employee benefits matters. She has extensive experience handling issues pertaining to the Employee Retirement Income Security Act of 1974 (ERISA) and employee stock ownership plans (ESOPs). Read Allison Wilkerson's full bio.

Myriem Bennani
Myriem Bennani focuses her practice on employee benefits and executive compensation matters. She has extensive experience representing employers and plan sponsors in matters related to qualified and nonqualified employee benefit plans, with a particular emphasis on employee stock ownership plans (ESOPs) and executive compensation issues. Read Myriem Bennani's full bio.

Managing ESOP distribution and diversification obligations

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