Lowe’s Home Improvement
A large portion of our client base is current and former Lowe’s Home Improvement employees. The team has experience working with these clients, and have a deep understanding of many of their benefits, including:
- Employee Stock Ownership Plan (ESOP)
- Net Unrealized Appreciation (NUA)
- Benefits Restoration Plan
- Cash Deferral Plan
- Restricted Stock Units
- Performance Stock Units
- Stock Options
- Lowe’s 401(k) Plan
- Employee Stock Purchase Plan (ESPP)
- Lowe’s Stock
- 20-Year Distribution Options