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Creating a Sustainable ESOP...Challenges and Best Practices
(Concurrent Sessions 5)
Wednesday, October 3 :: 2:40–3:25
As ESOPs mature, they should reconsider whether they have the right strategy, plan
rules, distribution approaches, rebalancing and segregation rules, governance,
repurchase financing, and more.
Lisa A. Durham
Krieg DeVault LLP
Lisa is a partner with the law firm Krieg DeVault LLP in its Indianapolis and Atlanta offices. She has expertise in a wide range of qualified plan matters, including correction of ESOP and other plan failures and prohibited transactions under IRS and DOL correction programs. Lisa has experience in ESOP and KSOP plan design, stock purchase/sale transactions, ESOP loans, repurchase liability, fiduciary education, plan testing, DOL and IRS audits.