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The ESOP Administrator's Notebook

Anthony Mathews

(author)Anthony I. Mathews is a consultant at the Beyster Institute at the Rady School of Management, University of California, San Diego. He can be reached at amathews@ucsd.edu. Before entering the qualified plan administration field in 1978, he taught at various colleges and universities, including 8 years at UCLA. He holds a BA from Loyola University of Los Angeles and an MA from UCLA. He was formerly a vice-president with Principal Financial Group, heading up the firm's Los Angeles, California, office; before that, he was president of BSI in Los Angeles, California.

Mr. Mathews is a member of many professional associations, including the National Center for Employee Ownership (NCEO) and the ESOP Association. He serves on the boards of several private and non-profit corporations; serves on the board of directors of the NCEO and the board of editors of the Journal of Employee Ownership Law and Finance; is a former director of the ESOP Association and chair of the Association's Advisory Committees' Council; and is an associate member and the vice-president of the California chapter of the ESOP Association.

Mr. Mathews has published many professional articles on a variety of topics related to employee ownership and contributed the chapters on administration to both the definitive text Employee Stock Ownership Plans and the ESOP Association's Administrative Handbook. He is a frequent speaker on employee ownership feasibility, administration, communication, and the practical aspects of managing and living in an employee-owned company on a daily basis.

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