ESOP COMPANY

We understand ESOP fiduciaries are required to conduct due diligence and documentation of procedural prudence when evaluating the ESOP Protection Trust. We, and our legal counsel, are prepared and available to assist at all stages throughout your process... Instead of an ESOP investing all of its assets in company stock, StockShield believes it is prudent for ESOPs to invest a small percentage of its ESOP (e.g. 1% or 2% per year) in a new form of mutualized risk protection, called the ESOP Protection Trust. The ESOP Protection Trust pools capital from a diverse group of participating ESOPs, helping provide protection against the estimated 13% risk that an ESOP will lose more than half its value over a 5-year period.

Also known as: ESOP Protection Trust