EP14 - ESOP Communication - Interview with Diana Clark
Journey to an ESOP & Beyond
Effective Communication in ESOP Meetings
During the initial ESOP meeting, it is crucial to have plan documents ready as employees tend to search information online immediately. Basic plan rules like vesting and years of service should be discussed. Avoid delving too deeply into controversial topics such as company finances. Prepare executive leaders to handle uncomfortable questions by strategizing how to address inquiries that cannot be answered.
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