Tampa, FL :: October 3–4, 2017 (preconference on October 2)

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ESOP Distribution and Diversification Practices
(Concurrent Sessions 1)

Tuesday, October 3 :: 9:30–10:15
Distribution rules have more flexibility than many people think, and finding the right approach can help you make your plan more sustainable.

Presenter

Renee Stadtmueller

presenter photo

Blue Ridge ESOP Associates

Renee is a director at Blue Ridge ESOP Associates. She has more than 18 years of experience providing administration and consulting advice to ESOP clients. She is a CPA and holds the QPA designation from ASPPA. She works closely with plan sponsors, accountants, advisors and legal counsel to provide guidance on plan design, compliance and operation. She is a member of the NCEO, The ESOP Association, and ASPPA. She has served as a chairperson for ASPPA's Education and Examination ESOP Certificate Subcommittee and as the vice president of programming for the Wisconsin Chapter of The ESOP Association. Renee received her bachelor of business administration in accounting and finance from the University of Wisconsin-Oshkosh..
Fall ESOP Forum