Employee Stock Ownership Plans (ESOPs)
Ready to learn more?
Discover how an ESOP can create value for your company and employees. Connect with us today.
What is an ESOP?
An Employee Stock Ownership Plan (ESOP) is a retirement plan that allows employees to acquire an ownership stake in the company through employer contributions of stock or cash. ESOPs are a powerful succession planning strategy because it 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.
Comprehensive ESOP services
From plan design to ongoing administration, Voya provides end-to-end support:
- Strategic plan design and implementation
- Regulatory compliance and assistance to your fiduciary
- Employee education and communication
- Single sign-on for both ESOP and 401(k)
- Ongoing plan administration
- Technology and reporting tools
Ready to learn more?
Discover how an ESOP can create value for your company and employees. Connect with us today.
2 Infographic: The Family Business - Successes and Obstacles
3 America’s Great Wealth Transfer Meets Small-Business Potential
Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency
The ESOP program described by the client was originally established with OneAmerica Financial. Effective 1Q 2025, Voya Financial acquired the OneAmerica Financial full-service retirement plan business. Voya Financial and OneAmerica Financial are not affiliated. The client’s experience may not be representative of other clients and is not indicative of future performance or success. No fee was paid for this testimonial. Used with client permission.
The information presented here is not intended to be legal or tax advice. Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation. Voya strongly suggests that you speak with your own tax and legal advisors before making changes to your plan. Each plan must consider the appropriateness of the investments and plan services offered to its participants. All investing involves risk.
Products and services offered through the Voya® family of companies.