Non-Stock Assets Under ESOPs

ESOP assets are primarily invested in company stock, but non-stock assets can build up in the ESOP trust. These assets usually don't get the same attention as the stock, but they should.

Renee Lewis, Shareholder in our ESOP Transactions & Services Group, joins a panel and dives into the discussion of non-stock assets covering the fiduciary responsibilities, the sources of non-stock assets, the future uses of these assets, investment options and strategies and the documents that should be used in the processes.