EP42 – Interview with Greg Daugherty, ESOP attorney from Columbus OH to discuss 401(k), ESOPs and KSOPs.


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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.