bayviewservices.com
ESOP Vs. 401k

Key Advantages of an ESOP - ESOP Vs. 401k

  • No Out-of-Pocket Contributions

  –ESOPs are fully company-funded

-No paycheck deductions required

-401(k)s rely on employee contributions

  • Ownership Mentality

  –Employees become part-owners of the company.

-Drives engagement, accountability, and loyalty.

-Boosts morale and productivity.

  • Higher Upside Potential

  -ESOP accounts can grow substantially in value.

-Large payouts are possible upon company sale or retirement.

-Especially strong in successful or growing companies

  • Tax Advantages

  -The company gets tax deductions for stock contributions.

-Employees defer taxes until shares are sold.

-More efficient wealth building

  • Legacy & Succession Benefits

  -Trusting exit strategy for owners.

-Keeps business in the hands of the employees.

-Preserves jobs and company culture.