How Plan Design Affects Repurchase Liability - SES Advisors
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How Plan Design Affects Repurchase Liability

Author: Robert Louden

When an ESOP is implemented, it is common for the distribution provisions in the plan document to follow the ESOP specific distribution rules defined by Section 409(o) of the Internal Revenue Code. This section of the code specifies the outer limits within which a plan must make distributions to participants.

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