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ESOP Distributions: Knowing Your Options & TRUE UP BONUS PRICE-IS-RIGHT! | S7E20
In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by CFO Tasha Gardner and VP of Human Resources Amanda Martin in the Flywheel Studio to break down ESOP distributions during Sargent ESOP Month. The team walks through the four main distribution groups, in-service employees, terminated participants, retirees, and beneficiaries in cases of death or disability, and explains the rules tied to each one, including statutory diversification at age 55 with 10 years in the plan, lump sum options at age 61, and the differences for employees hired before and after January 1…
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