Oct 08 2020 32 mins 2
This is our 2nd interview with Greg Daugherty with Porter Wright in Columbus, OH. Greg and I discuss the planning side of what companies will do with their existing 401(k) plans when you combine them with a brand new ESOP. What are the issues behind safe harbor and highly compensated people. Additionally, what is a KSOP and when would we want to incorporate their use in the planning of your new ESOP.
