Have you ever wondered what it really means to work for an employee-owned company?

Whether you’re just starting to explore your company’s ESOP or you’ve been participating for years, our new ESOP Guide helps you understand the unique benefits, vesting timelines, and tax implications of this powerful retirement planning tool.

Inside the guide, you’ll learn:

• What an ESOP is and how it works
• The difference between gradual and cliff vesting
• Why ESOPs can be a smart (but complex) addition to your retirement plan
• How PrairieView supports ESOP participants with personalized guidance

Thinking about how your ESOP fits into your long-term goals? Let’s talk through it together.

Listen to our recent podcast about ESOPs

On this episode, Tim Regan welcomes Laura Rudzinski, a 31-year veteran of her company and long-time participant in its employee stock ownership plan (ESOP). Together, they explore what it really means to be an employee-owner, how an ESOP can play a unique role in retirement readiness, and the key planning considerations for those participating in such plans.