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Defined Contribution Plans to Express Benefits as Annuity
Defined Contribution Plans to Express Benefits as Annuity

The DOL has issued new interim requirements (29 CFR Part 2520. Aug. 18, 2020) that companies with defined contribution plans, including ESOPs, express a participant’s benefit as an annuity.

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Bob MassengillFebruary 5, 2021
Retailer C&K Market Becomes 100% Employee-Owned
Retailer C&K Market Becomes 100% Employee-Owned

West coast supermarket change become 100% ESOP-Owned

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Bob MassengillFebruary 4, 2021
Lullabot, Inc. Transitions to ESOP by Becoming 100% Employee-Owned
Lullabot, Inc. Transitions to ESOP by Becoming 100% Employee-Owned

We have always believed in equity and inclusion as central tenets of our culture. Becoming 100% employee-owned allows us to take these values to the next level, and show the team we really mean it.”

— Seth Brown, Chief Executive Officer

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Bob MassengillFebruary 2, 2021
Performance Validation, Inc. Acquires Welsh Commissioning Group, Inc.
Performance Validation, Inc. Acquires Welsh Commissioning Group, Inc.
Bob MassengillJanuary 27, 2021
Pilot Hill Advisors Hires Managing Director to Open Florida Office
Pilot Hill Advisors Hires Managing Director to Open Florida Office
Bob MassengillJanuary 21, 2021
Tates Rents Becomes 100% ESOP-Owned
Tates Rents Becomes 100% ESOP-Owned
Bob MassengillJanuary 16, 2021
NewAge Industries Observes 15 Years of Employee Ownership
NewAge Industries Observes 15 Years of Employee Ownership
Bob MassengillJanuary 15, 2021
Taylor Guitars Transitions Ownership To Its Employees
Taylor Guitars Transitions Ownership To Its Employees

Looking to preserve its innovative culture and position the company for sustainable success well into the future, Taylor transfers ownership of the company to its employees via a newly formed ESOP

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Bob MassengillJanuary 12, 2021
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