About this episode

The episode discusses ESOP distributions and the rules associated with different participant groups.

In this episode of the On Track Podcast, President & CEO Eric Ritchie is joined by CFO Tasha Gardner and VP of Human Resources Amanda Martin in the Flywheel Studio to break down ESOP distributions during Sargent ESOP Month. The team walks through the four main distribution groups, in-service employees, terminated participants, retirees, and beneficiaries in cases of death or disability, and explains the rules tied to each one, including statutory diversification at age 55 with 10 years in...

More episodes of Sargent: On Track Podcast

• Answering Your Questions – Career Advancement/Benefits/COLA | S7E23 · June 4, 2026 · 53 min
• Answering Your Questions – ESOP | S7E22 · May 28, 2026 · 43 min
• We're All Leaders: SLA Graduation & DON’T MISS PRICE-IS-RIGHT | S7E21 · May 21, 2026 · 50 min

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