Build your business with ESOP solutions – Webinar replay
Recorded from our LIVE webinar – April 2, 2026
CN5363773_0428
An Employee Stock Ownership Plan (ESOP) is a retirement plan that allows employees to have an ownership stake in the company through employer contributions of stock or cash. ESOPs are a powerful succession planning strategy that allows a gradual transition, often in a tax-advantaged way, while preserving the company’s legacy and rewarding employees who help drive its long-term success.
This webinar replay discusses how ESOPs can help you:
- Differentiate your business-owner offering with succession planning services
- Deepen client relationships through holistic planning and tax-smart strategies
- Create rollover opportunities and new assets under management from liquidity events
- And more!
Not FDIC/NCUA/NCUSIF Insured | Not a Deposit of a Bank/Credit Union | May Lose Value | Not Bank/Credit Union Guaranteed | Not Insured by Any Federal Government Agency
Insurance products, annuities and retirement plan funding issued by (third party administrative services may also be provided by) Voya Retirement Insurance and Annuity Company (“VRIAC”), Windsor, CT. VRIAC is solely responsible for its own financial condition and contractual obligations. Plan administrative services provided by VRIAC or Voya Institutional Plan Services LLC (“VIPS”). VIPS does not engage in the sale or solicitation of securities. All companies are members of the Voya® family of companies. Securities distributed by Voya Financial Partners LLC (member SIPC) or third parties with which it has a selling agreement. Custodial account agreements or trust agreements are provided by Voya Institutional Trust Company. All products and services may not be available in all states.