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Retirement Planning

What Kind of Retirement Guidance Should Be Offered?

July 31, 2014

What is the trend among large corporations to offer retiring leaders some guidance or preparation for both the financial and emotional impact of retirement? Why do they do it and what types of services do they offer?

— Fact-finding Mission, president, consulting/legal, Los Gatos, California


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How Do We Get Our ESOP Plan Started?

June 17, 2014

My company wants to start an employee stock ownership plan, or ESOP, that defines a vesting year as being an actively employed participant on Dec. 31 of that year and you credited with at least 1,000 hours of employment. Should this include regular hours, overtime hours, and PTO hours? What else might we need to consider?
— ESOP Fable, financial/insurance/real estate, Des Moines, Iowa

employee stock ownership plan

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A Reason to Retire Early?

October 16, 2013
As an employer, it’s a good time to examine your talent acquisition and talent management strategy to determine what your strategy is to keep and/or attract the employees you need to achieve your organization’s desired outcomes.
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