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

Back to program

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.

Presenter

Lian Gravelle

presenter photo

ESOP Plus: Schatz Brown Glassman LLP

Lian joined ESOP Plus® in January 2014 with six years of ESOP trustee and administrative experience. Lian's ESOP Plus® practice is focused on implementing ESOP transactions and maintaining compliance with federal regulations governing ESOPs. Lian has extensive experience with many facets of ESOPs including initial plan design and amendments, transactions, fiduciary duties, and IRS and Department of Labor audits. Lian is a cum laude graduate of Syracuse University and Valparaiso University Law School. She is admitted to the bar of Indiana and New York.