Hotel Albuquerque, NM :: October 3–4, 2018 (preconference on October 2)

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ESOP Basics: What You Need to Communicate to Owners
(Concurrent Sessions 2)

Wednesday, October 3 :: 10:25–11:10
What do you have to tell employees—and what should you tell them?


Connie S. Woodmansee

Swerdlin & Company, an Ascensus company

Connie is a pension consultant and manager of the ESOP team at Swerdlin & Company, an Ascensus company. Connie has nearly 30 years of experience in the retirement plan/ banking industry. She has worked with Swerdlin & Company for more than 17 years. Her experience includes plan design, government reporting, employee communication, and plan compliance and corrections. Connie's strongest areas of concentration are ESOP/KSOP technical issues and compliance consulting. Connie is a member of the NCEO and serves on the ownership culture committee with the ESOP Association.
Fall ESOP Forum