Compliance August 2, 2011
IRS ESOP Review Worksheet Revised
August 2, 2011 (PLANSPONSOR.com) - The Internal Revenue Service has created a revised three-page Employee Stock Ownership Plan (ESOP) Review Worksheet to be used for plans’ initial review, the National Center for Employee Ownership (NCEO) reports.
Reported by
PLANSPONSOR staff
The worksheet says it is to be used as tool to help design ESOP documents that meet the applicable requirements.
The worksheet is at http://www.irs.gov/pub/irs-tege/esop_worksheet_0811.pdf.