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

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ESOP Distribution and Diversification Practices
(Concurrent Sessions 1)

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


Carla Neal Klingler

presenter photo

Swerdlin & Company, an Ascensus company

Carla, business development and client relations, at Swerdlin & Company, an Ascensus company began her ESOP career in 1980 at a national ESOP firm where she served as VP, administration, first in San Francisco and later in Atlanta. Her pioneer work in the pension industry included interpreting the practical and operational aspects of ERISA and developing administration procedures and mathematical models to address regulatory requirements. Her broad technical expertise effectively aids clients of all sizes and corporate structures in the practical aspects of their plan design, implementation, operations, legal compliance, accounting, and employee communications.
Fall ESOP Forum